+52.3%
OVV vs FRSH
-45.4%
+97.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.9% | -0.3% |
| 7D | -3.7% | -10.1% | +6.4% | -2.2% |
| 30D | +8.0% | +2.2% | +5.8% | +7.5% |
| 3M | +11.3% | +28.6% | -17.3% | +6.5% |
| 6M | +24.0% | +40.2% | -16.2% | +16.5% |
| YTD | +65.3% | -1.2% | +66.5% | +64.3% |
| 1Y | +60.2% | -7.9% | +68.1% | +61.2% |
| All | +52.3% | -45.4% | +97.8% | +58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling