+73.6%
OVV vs M
+22.4%
+51.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.1% | +4.3% | +2.0% |
| 7D | +6.5% | +0.6% | +6.0% | +6.6% |
| 30D | -2.7% | +7.0% | -9.6% | -1.9% |
| 3M | +3.1% | +3.1% | 0.0% | +3.8% |
| 6M | +12.8% | +33.5% | -20.7% | +14.9% |
| YTD | +68.1% | +13.4% | +54.7% | +73.8% |
| 1Y | +73.6% | +22.4% | +51.2% | +79.9% |
| All | +73.6% | +22.4% | +51.2% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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