+170.0%
OVV vs IDXX
+7,577.3%
-7,407.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.7% |
| 7D | -3.8% | -4.4% | +0.6% | -2.4% |
| 30D | +1.3% | -13.5% | +14.8% | +6.1% |
| 3M | +14.3% | -11.0% | +25.4% | +18.0% |
| 6M | +21.1% | -15.6% | +36.7% | +26.3% |
| YTD | +66.0% | -23.9% | +89.9% | +78.6% |
| 1Y | +59.3% | -21.4% | +80.7% | +68.0% |
| 3Y | +47.6% | +10.6% | +37.0% | +31.4% |
| 5Y | +162.0% | -23.9% | +185.8% | +159.0% |
| 10Y | +56.5% | +368.4% | -312.0% | -27.5% |
| All | +170.0% | +7,577.3% | -7,407.3% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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