+90.6%
OVV vs FLNC
-69.1%
+159.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.9% |
| 7D | +0.3% | -4.9% | +5.1% | +0.7% |
| 30D | +11.7% | -27.3% | +39.0% | +15.0% |
| 3M | +9.8% | -61.9% | +71.7% | +19.6% |
| 6M | +26.6% | -34.5% | +61.1% | +26.0% |
| YTD | +67.0% | -47.7% | +114.7% | +67.9% |
| 1Y | +55.9% | +53.3% | +2.6% | +29.6% |
| 3Y | +45.5% | -62.4% | +107.9% | +31.7% |
| All | +90.6% | -69.1% | +159.7% | +60.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling