+53.0%
OVV vs MKTX
-25.1%
+78.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.4% |
| 7D | -3.8% | +0.3% | -4.1% | -3.8% |
| 30D | +1.3% | +1.0% | +0.3% | +1.3% |
| 3M | +14.3% | +40.8% | -26.5% | +13.5% |
| 6M | +21.1% | -10.9% | +32.0% | +20.8% |
| YTD | +66.0% | -8.6% | +74.6% | +65.6% |
| 1Y | +59.3% | -11.6% | +70.8% | +58.8% |
| All | +53.0% | -25.1% | +78.1% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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