+171.6%
OVV vs GEN
+892.5%
-720.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.4% | -1.1% |
| 7D | +0.3% | -1.2% | +1.5% | +0.6% |
| 30D | +11.7% | +10.1% | +1.6% | +8.4% |
| 3M | +9.8% | +16.1% | -6.3% | +4.4% |
| 6M | +26.6% | +38.9% | -12.3% | +13.0% |
| YTD | +67.0% | +14.4% | +52.6% | +57.3% |
| 1Y | +55.9% | +5.9% | +50.1% | +50.2% |
| 3Y | +45.5% | +58.8% | -13.3% | +22.4% |
| 5Y | +157.3% | +24.7% | +132.7% | +127.0% |
| 10Y | +65.0% | +163.1% | -98.1% | +14.7% |
| All | +171.6% | +892.5% | -720.8% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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