+55.9%
OVV vs FRSH
-3.3%
+59.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.7% | +3.0% | -1.7% |
| 7D | +0.3% | -8.2% | +8.4% | +0.3% |
| 30D | +11.7% | +10.5% | +1.2% | +11.7% |
| 3M | +9.8% | +32.7% | -22.9% | +9.6% |
| 6M | +26.6% | +50.3% | -23.7% | +26.3% |
| YTD | +67.0% | +3.9% | +63.1% | +64.1% |
| 1Y | +55.9% | -2.2% | +58.1% | +50.9% |
| All | +55.9% | -3.3% | +59.3% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 1y: compounded portfolio wealth divided by compounded FRSH 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…
1y analysis · Full analysis span regression · 6 months rolling