+156.7%
OVV vs MLM
+1,620.9%
-1,464.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.2% | +2.3% | -0.3% |
| 7D | -14.9% | -1.2% | -13.7% | -14.5% |
| 30D | -0.9% | +7.9% | -8.9% | -5.1% |
| 3M | +5.6% | -4.5% | +10.0% | +7.0% |
| 6M | -2.5% | -12.6% | +10.2% | +1.6% |
| YTD | +57.8% | -14.9% | +72.7% | +64.0% |
| 1Y | +70.1% | -13.1% | +83.1% | +74.4% |
| 3Y | +35.1% | +21.2% | +13.9% | +13.7% |
| 5Y | +86.1% | +32.0% | +54.1% | +46.4% |
| 10Y | +55.5% | +195.3% | -139.8% | -11.2% |
| All | +156.7% | +1,620.9% | -1,464.2% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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