+171.6%
OVV vs GRMN
+4,484.4%
-4,312.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | +0.3% | -2.9% | +3.1% | +1.2% |
| 30D | +11.7% | -8.4% | +20.2% | +14.9% |
| 3M | +9.8% | +15.0% | -5.2% | +3.9% |
| 6M | +26.6% | +11.2% | +15.4% | +20.1% |
| YTD | +67.0% | +37.7% | +29.3% | +46.9% |
| 1Y | +55.9% | +18.5% | +37.4% | +43.6% |
| 3Y | +45.5% | +175.8% | -130.3% | -2.0% |
| 5Y | +157.3% | +75.1% | +82.2% | +100.4% |
| 10Y | +65.0% | +637.0% | -572.0% | -10.0% |
| All | +171.6% | +4,484.4% | -4,312.8% | -4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling