+95.4%
OVV vs MNDY
-79.2%
+174.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.4% | +2.8% |
| 7D | +1.2% | -19.8% | +21.0% | +3.9% |
| 30D | -2.5% | -8.4% | +5.9% | -1.8% |
| 3M | +0.5% | -11.2% | +11.7% | +1.1% |
| 6M | +8.5% | +0.9% | +7.5% | +6.4% |
| YTD | +64.5% | -47.4% | +111.8% | +74.5% |
| 1Y | +64.7% | -53.0% | +117.7% | +77.5% |
| 3Y | +54.1% | -44.6% | +98.7% | +58.2% |
| 5Y | +95.4% | -78.7% | +174.1% | +120.0% |
| All | +95.4% | -79.2% | +174.7% | +120.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling