+89.4%
OVV vs FLNC
-69.8%
+159.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -8.3% | +8.8% | +1.2% |
| 7D | -3.8% | -4.2% | +0.4% | -3.5% |
| 30D | +1.3% | -20.0% | +21.3% | +3.3% |
| 3M | +14.3% | -56.9% | +71.2% | +22.9% |
| 6M | +21.1% | -35.5% | +56.7% | +20.7% |
| YTD | +66.0% | -48.8% | +114.9% | +67.1% |
| 1Y | +59.3% | +49.3% | +10.0% | +32.9% |
| 3Y | +47.6% | -61.8% | +109.3% | +32.8% |
| All | +89.4% | -69.8% | +159.2% | +59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling