+35.7%
OVV vs GGLL
+184.7%
-148.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GGLL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.5% | +1.6% | -2.5% |
| 7D | -14.9% | -1.3% | -13.6% | -14.8% |
| 30D | -0.9% | -36.3% | +35.3% | +2.7% |
| 3M | +5.6% | -42.7% | +48.3% | +10.4% |
| 6M | -2.5% | -53.1% | +50.6% | +3.4% |
| YTD | +57.8% | -32.1% | +89.9% | +57.2% |
| 1Y | +70.1% | -20.1% | +90.1% | +63.7% |
| 3Y | +35.1% | +151.7% | -116.6% | -2.3% |
| All | +35.7% | +184.7% | -148.9% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GGLL.
Daily Out/Under-Performance
Portfolio return minus GGLL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GGLL 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 GGLL 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