+59.0%
OVV vs FIGR
-29.9%
+89.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.5% | +0.7% |
| 7D | +8.0% | +11.0% | -2.9% | +8.8% |
| 30D | -2.0% | +0.7% | -2.7% | -1.8% |
| 3M | +5.4% | -20.9% | +26.3% | +4.5% |
| 6M | +14.3% | -37.7% | +52.0% | +12.8% |
| YTD | +69.4% | -38.2% | +107.7% | +66.9% |
| 1Y | +72.4% | -27.1% | +99.5% | +68.0% |
| All | +59.0% | -29.9% | +89.0% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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