+88.3%
OVV vs FLNC
-71.1%
+159.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.7% | -0.2% |
| 7D | -2.9% | -5.0% | +2.1% | -2.5% |
| 30D | +0.9% | -26.1% | +27.0% | +3.7% |
| 3M | +11.0% | -55.2% | +66.2% | +18.9% |
| 6M | +22.3% | -42.6% | +64.9% | +23.6% |
| YTD | +65.1% | -51.0% | +116.1% | +66.9% |
| 1Y | +53.1% | +43.3% | +9.8% | +28.3% |
| 3Y | +46.7% | -63.4% | +110.1% | +32.6% |
| All | +88.3% | -71.1% | +159.4% | +59.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling