+90.9%
OVV vs EXR
+2,662.2%
-2,571.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.4% |
| 7D | +0.3% | -2.6% | +2.8% | +1.1% |
| 30D | +11.7% | -7.2% | +18.9% | +14.2% |
| 3M | +9.8% | -3.5% | +13.3% | +10.8% |
| 6M | +26.6% | -5.3% | +31.9% | +27.6% |
| YTD | +67.0% | +9.4% | +57.7% | +60.6% |
| 1Y | +55.9% | +1.3% | +54.6% | +53.2% |
| 3Y | +45.5% | +22.4% | +23.1% | +32.0% |
| 5Y | +157.3% | -12.2% | +169.6% | +155.9% |
| 10Y | +65.0% | +148.6% | -83.6% | +14.6% |
| All | +90.9% | +2,662.2% | -2,571.3% | -50.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling