+171.6%
OVV vs FLR
+252.1%
-80.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | -0.7% |
| 7D | +0.3% | +5.4% | -5.2% | -2.1% |
| 30D | +11.7% | +11.4% | +0.3% | +4.5% |
| 3M | +9.8% | +11.4% | -1.6% | +1.4% |
| 6M | +26.6% | +16.6% | +9.9% | +11.5% |
| YTD | +67.0% | +41.7% | +25.3% | +33.0% |
| 1Y | +55.9% | +35.4% | +20.5% | +24.5% |
| 3Y | +45.5% | +57.3% | -11.8% | -1.5% |
| 5Y | +157.3% | +241.0% | -83.6% | +15.2% |
| 10Y | +65.0% | +16.6% | +48.4% | +9.2% |
| All | +171.6% | +252.1% | -80.5% | +33.0% |
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