+83.5%
OVV vs FLR
+93.7%
-10.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -4.0% | -1.7% |
| 7D | -16.7% | -0.8% | -15.9% | -16.5% |
| 30D | -1.5% | -9.1% | +7.6% | +1.2% |
| 3M | +1.6% | -4.7% | +6.2% | +1.4% |
| 6M | +2.0% | -14.2% | +16.3% | +3.9% |
| YTD | +56.8% | +17.3% | +39.5% | +39.0% |
| 1Y | +64.8% | +4.3% | +60.6% | +52.5% |
| 3Y | +38.3% | +30.7% | +7.5% | +0.1% |
| All | +83.5% | +93.7% | -10.2% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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