+162.0%
OVV vs GNRC
-58.2%
+220.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.8% |
| 7D | -3.8% | +3.2% | -7.0% | -4.4% |
| 30D | +1.3% | -9.5% | +10.8% | +3.0% |
| 3M | +14.3% | -28.5% | +42.9% | +20.5% |
| 6M | +21.1% | -10.0% | +31.1% | +20.3% |
| YTD | +66.0% | +36.7% | +29.3% | +49.1% |
| 1Y | +59.3% | +2.6% | +56.7% | +51.2% |
| 3Y | +47.6% | +61.9% | -14.3% | +22.5% |
| 5Y | +162.0% | -59.0% | +221.0% | +188.2% |
| All | +162.0% | -58.2% | +220.1% | +188.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling