+72.0%
OVV vs GSK
+14.9%
+57.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +5.0% | -10.6% | -5.1% |
| 7D | -12.1% | +4.9% | -17.1% | -11.7% |
| 30D | +2.9% | +9.9% | -7.0% | +3.7% |
| 3M | +3.7% | +0.2% | +3.5% | +3.9% |
| 6M | +0.6% | +2.3% | -1.7% | +1.2% |
| YTD | +62.5% | +7.1% | +55.4% | +54.8% |
| 1Y | +72.0% | +13.1% | +58.9% | +63.9% |
| All | +72.0% | +14.9% | +57.1% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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