+167.5%
OVV vs FLR
+217.4%
-49.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.4% | +2.7% | +2.9% |
| 7D | +1.2% | +6.3% | -5.1% | -1.8% |
| 30D | -2.5% | +1.8% | -4.4% | -4.0% |
| 3M | +0.5% | -4.4% | +4.9% | +1.4% |
| 6M | +8.5% | +15.9% | -7.4% | -3.1% |
| YTD | +64.5% | +27.7% | +36.7% | +36.0% |
| 1Y | +64.7% | +11.6% | +53.1% | +44.3% |
| 3Y | +54.1% | +39.9% | +14.3% | +9.9% |
| 5Y | +95.4% | +127.5% | -32.1% | +6.3% |
| 10Y | +54.9% | +11.6% | +43.4% | +4.3% |
| All | +167.5% | +217.4% | -49.9% | +36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling