+93.3%
OVV vs FLNC
-86.0%
+179.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +1.9% | +0.9% |
| 7D | +8.0% | -11.2% | +19.2% | +9.1% |
| 30D | -2.0% | -24.6% | +22.6% | +0.1% |
| 3M | +5.4% | -64.6% | +70.0% | +15.3% |
| 6M | +14.3% | -78.8% | +93.1% | +28.7% |
| YTD | +69.4% | -76.3% | +145.8% | +82.0% |
| 1Y | +72.4% | -71.2% | +143.6% | +78.7% |
| 3Y | +58.4% | -71.9% | +130.3% | +41.0% |
| 5Y | +106.1% | -87.5% | +193.6% | +92.4% |
| All | +93.3% | -86.0% | +179.3% | +73.9% |
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