+72.0%
OVV vs FLNC
-69.0%
+141.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +10.2% | -15.8% | -5.5% |
| 7D | -12.1% | -2.1% | -10.0% | -12.1% |
| 30D | +2.9% | -20.8% | +23.7% | +2.9% |
| 3M | +3.7% | -61.3% | +65.0% | +3.8% |
| 6M | +0.6% | -50.9% | +51.5% | +1.0% |
| YTD | +62.5% | -69.4% | +131.8% | +65.5% |
| 1Y | +72.0% | -68.4% | +140.4% | +74.1% |
| All | +72.0% | -69.0% | +141.0% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 1y: compounded portfolio wealth divided by compounded FLNC 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…
1y analysis · Full analysis span regression · 6 months rolling