+72.4%
OVV vs FLNC
-75.3%
+147.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +1.9% | +0.8% |
| 7D | +8.0% | -11.2% | +19.2% | +8.0% |
| 30D | -2.0% | -24.6% | +22.6% | -2.1% |
| 3M | +5.4% | -64.6% | +70.0% | +5.4% |
| 6M | +14.3% | -78.8% | +93.1% | +14.6% |
| YTD | +69.4% | -76.3% | +145.8% | +72.1% |
| 1Y | +72.4% | -71.2% | +143.6% | +73.2% |
| All | +72.4% | -75.3% | +147.6% | +73.2% |
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