+58.4%
OVV vs GRMN
+155.8%
-97.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.0% |
| 7D | +8.0% | -0.9% | +8.9% | +8.2% |
| 30D | -2.0% | +1.2% | -3.2% | -2.6% |
| 3M | +5.4% | -8.9% | +14.3% | +7.5% |
| 6M | +14.3% | +23.0% | -8.7% | +7.0% |
| YTD | +69.4% | +41.2% | +28.2% | +49.4% |
| 1Y | +72.4% | +47.5% | +24.9% | +49.6% |
| 3Y | +58.4% | +155.8% | -97.4% | +16.0% |
| All | +58.4% | +155.8% | -97.4% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 3y: compounded portfolio wealth divided by compounded GRMN 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…
3y analysis · Full analysis span regression · 6 months rolling