+139.1%
OVV vs MNDY
-53.2%
+192.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.8% |
| 7D | -3.8% | -14.1% | +10.3% | -2.2% |
| 30D | +1.3% | -8.5% | +9.7% | +2.0% |
| 3M | +14.3% | -2.5% | +16.9% | +13.8% |
| 6M | +21.1% | +0.1% | +21.1% | +19.4% |
| YTD | +66.0% | -45.0% | +111.1% | +75.0% |
| 1Y | +59.3% | -58.1% | +117.4% | +73.1% |
| 3Y | +47.6% | -52.6% | +100.2% | +54.7% |
| 5Y | +162.0% | -79.3% | +241.2% | +169.4% |
| All | +139.1% | -53.2% | +192.3% | +143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling