+171.6%
OVV vs MDY
+861.1%
-689.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.9% |
| 7D | +0.3% | +0.1% | +0.1% | 0.0% |
| 30D | +11.7% | -1.5% | +13.2% | +13.4% |
| 3M | +9.8% | +0.8% | +9.0% | +7.8% |
| 6M | +26.6% | +7.4% | +19.1% | +13.4% |
| YTD | +67.0% | +15.2% | +51.8% | +37.6% |
| 1Y | +55.9% | +16.5% | +39.4% | +26.2% |
| 3Y | +45.5% | +46.8% | -1.3% | -9.7% |
| 5Y | +157.3% | +46.0% | +111.3% | +64.1% |
| 10Y | +65.0% | +172.1% | -107.1% | -27.2% |
| All | +171.6% | +861.1% | -689.4% | -56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling