+171.6%
OVV vs GFI
+796.7%
-625.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.2% | -1.5% |
| 7D | +0.3% | +3.1% | -2.9% | -0.3% |
| 30D | +11.7% | +27.1% | -15.4% | +7.0% |
| 3M | +9.8% | +21.2% | -11.4% | +5.2% |
| 6M | +26.6% | -4.5% | +31.1% | +24.5% |
| YTD | +67.0% | +11.7% | +55.3% | +58.5% |
| 1Y | +55.9% | +46.0% | +9.9% | +39.5% |
| 3Y | +45.5% | +309.6% | -264.1% | +3.4% |
| 5Y | +157.3% | +506.0% | -348.7% | +62.7% |
| 10Y | +65.0% | +1,009.2% | -944.2% | -19.7% |
| All | +171.6% | +796.7% | -625.1% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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