+98.9%
OVV vs EXR
-1.3%
+100.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.0% |
| 7D | -7.3% | +1.7% | -9.0% | -7.8% |
| 30D | -3.6% | +18.0% | -21.6% | -8.2% |
| 3M | -2.6% | +9.7% | -12.3% | -5.4% |
| 6M | +7.6% | +13.4% | -5.9% | +3.1% |
| YTD | +59.6% | +26.3% | +33.3% | +46.6% |
| 1Y | +62.2% | +27.6% | +34.7% | +48.4% |
| 3Y | +49.6% | +52.2% | -2.6% | +24.5% |
| 5Y | +98.9% | -1.1% | +100.0% | +70.2% |
| All | +98.9% | -1.3% | +100.2% | +70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling