+72.0%
OVV vs GNRC
+17.5%
+54.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -9.5% | +3.9% | -5.7% |
| 7D | -12.1% | -6.0% | -6.1% | -12.1% |
| 30D | +2.9% | -12.0% | +14.9% | +2.8% |
| 3M | +3.7% | -13.4% | +17.1% | +3.8% |
| 6M | +0.6% | -26.4% | +27.0% | +1.0% |
| YTD | +62.5% | +38.8% | +23.6% | +51.9% |
| 1Y | +72.0% | +20.9% | +51.1% | +61.5% |
| All | +72.0% | +17.5% | +54.5% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 1y: compounded portfolio wealth divided by compounded GNRC 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…
1y analysis · Full analysis span regression · 6 months rolling