+73.6%
OVV vs MDY
+13.9%
+59.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +1.9% |
| 7D | +6.5% | +3.0% | +3.5% | +7.4% |
| 30D | -2.7% | +0.8% | -3.5% | -2.3% |
| 3M | +3.1% | -5.1% | +8.3% | +1.5% |
| 6M | +12.8% | +1.2% | +11.6% | +13.3% |
| YTD | +68.1% | +12.5% | +55.7% | +67.7% |
| 1Y | +73.6% | +13.8% | +59.9% | +72.5% |
| All | +73.6% | +13.9% | +59.7% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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