+55.9%
OVV vs FLNC
+53.3%
+2.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.8% |
| 7D | +0.3% | -4.9% | +5.1% | +0.3% |
| 30D | +11.7% | -27.3% | +39.0% | +12.0% |
| 3M | +9.8% | -61.9% | +71.7% | +11.3% |
| 6M | +26.6% | -34.5% | +61.1% | +27.2% |
| YTD | +67.0% | -47.7% | +114.7% | +68.3% |
| 1Y | +55.9% | +53.3% | +2.6% | +52.8% |
| All | +55.9% | +53.3% | +2.6% | +52.8% |
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