+48.2%
OVV vs LEN
-24.6%
+72.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.7% |
| 7D | +0.3% | -3.2% | +3.4% | +0.5% |
| 30D | +11.7% | -4.9% | +16.6% | +12.1% |
| 3M | +9.8% | -8.5% | +18.3% | +10.5% |
| 6M | +26.6% | -20.7% | +47.2% | +30.9% |
| YTD | +67.0% | -17.4% | +84.4% | +70.5% |
| 1Y | +55.9% | -38.2% | +94.2% | +69.4% |
| All | +48.2% | -24.6% | +72.8% | +48.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling