+106.0%
OVV vs FLNC
-87.7%
+193.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | 0.0% |
| 3M | +5.4% | -64.6% | +70.0% | +15.1% |
| 6M | +14.3% | -78.8% | +93.1% | +28.5% |
| YTD | +69.4% | -76.3% | +145.8% | +81.9% |
| 1Y | +72.4% | -71.2% | +143.6% | +78.6% |
| 3Y | +58.4% | -71.9% | +130.3% | +41.2% |
| All | +106.0% | -87.7% | +193.7% | +81.4% |
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 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