+158.7%
OVV vs MNDY
-78.2%
+236.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.1% | +7.1% | 0.0% |
| 7D | -3.7% | -13.3% | +9.6% | -2.1% |
| 30D | +8.0% | -10.2% | +18.1% | +9.0% |
| 3M | +11.3% | -0.1% | +11.4% | +10.3% |
| 6M | +24.0% | +6.3% | +17.7% | +21.1% |
| YTD | +65.3% | -43.3% | +108.6% | +74.4% |
| 1Y | +60.2% | -56.1% | +116.3% | +74.3% |
| 3Y | +46.9% | -51.1% | +98.1% | +53.7% |
| 5Y | +158.7% | -78.5% | +237.2% | +180.2% |
| All | +158.7% | -78.2% | +236.9% | +180.2% |
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