+145.0%
OVV vs FRSH
-72.4%
+217.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.6% |
| 7D | -3.8% | -9.6% | +5.8% | -2.4% |
| 30D | +1.3% | -0.4% | +1.7% | +1.2% |
| 3M | +14.3% | +27.2% | -12.8% | +9.6% |
| 6M | +21.1% | +42.2% | -21.1% | +13.6% |
| YTD | +66.0% | -2.6% | +68.6% | +64.1% |
| 1Y | +59.3% | -10.2% | +69.5% | +59.4% |
| 3Y | +47.6% | -45.5% | +93.1% | +55.4% |
| All | +145.0% | -72.4% | +217.4% | +158.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling