+38.3%
OVV vs EXR
+69.9%
-31.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.6% |
| 7D | -16.7% | +5.2% | -21.9% | -17.4% |
| 30D | -1.5% | +20.9% | -22.4% | -4.7% |
| 3M | +1.6% | +7.7% | -6.1% | +0.2% |
| 6M | +2.0% | +13.2% | -11.1% | -0.4% |
| YTD | +56.8% | +26.5% | +30.3% | +48.2% |
| 1Y | +64.8% | +27.2% | +37.6% | +55.6% |
| 3Y | +38.3% | +71.5% | -33.3% | +29.1% |
| All | +38.3% | +69.9% | -31.6% | +29.1% |
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