+59.3%
OVV vs LEN
-22.9%
+82.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | +0.5% |
| 7D | -10.7% | +0.6% | -11.4% | -10.4% |
| 30D | -5.3% | +19.4% | -24.7% | -2.4% |
| 3M | +2.4% | +4.5% | -2.1% | +3.6% |
| 6M | +5.7% | +4.9% | +0.7% | +7.5% |
| YTD | +56.8% | -8.9% | +65.7% | +61.5% |
| All | +59.3% | -22.9% | +82.2% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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