+72.0%
OVV vs FRSH
+21.1%
+50.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.3% | +0.7% | -5.4% |
| 7D | -12.1% | -13.8% | +1.7% | -11.9% |
| 30D | +2.9% | +0.3% | +2.6% | +3.1% |
| 3M | +3.7% | +10.1% | -6.4% | +3.9% |
| 6M | +0.6% | +47.7% | -47.0% | +1.2% |
| YTD | +62.5% | +8.2% | +54.2% | +56.1% |
| 1Y | +72.0% | +21.4% | +50.6% | +66.1% |
| All | +72.0% | +21.1% | +50.9% | +66.1% |
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