+155.0%
OVV vs GRMN
+4,644.0%
-4,489.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.5% |
| 7D | -16.7% | +4.7% | -21.4% | -18.1% |
| 30D | -1.5% | +3.4% | -4.9% | -3.0% |
| 3M | +1.6% | -5.0% | +6.6% | +2.6% |
| 6M | +2.0% | +18.6% | -16.6% | -5.1% |
| YTD | +56.8% | +42.5% | +14.3% | +35.6% |
| 1Y | +64.8% | +42.3% | +22.5% | +42.4% |
| 3Y | +38.3% | +158.5% | -120.2% | -5.0% |
| 5Y | +84.9% | +123.6% | -38.7% | +32.3% |
| 10Y | +54.5% | +682.5% | -628.0% | -17.6% |
| All | +155.0% | +4,644.0% | -4,489.0% | -12.2% |
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