+49.0%
OVV vs EXR
+53.9%
-4.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | -10.7% | +2.7% | -13.4% | -11.2% |
| 30D | -5.3% | +18.9% | -24.2% | -8.4% |
| 3M | +2.4% | +8.4% | -6.0% | +0.7% |
| 6M | +5.7% | +14.3% | -8.7% | +2.6% |
| YTD | +56.8% | +27.2% | +29.5% | +47.0% |
| 1Y | +59.3% | +25.9% | +33.3% | +49.8% |
| 3Y | +49.0% | +54.6% | -5.7% | +33.8% |
| All | +49.0% | +53.9% | -4.9% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EXR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling