+59.6%
OVV vs MSTZ
-99.3%
+158.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -5.0% | +0.1% |
| 7D | -10.7% | +4.3% | -15.0% | -10.6% |
| 30D | -5.3% | +30.2% | -35.4% | -4.3% |
| 3M | +2.4% | -66.9% | +69.3% | -0.3% |
| 6M | +5.7% | -26.3% | +32.0% | +8.0% |
| YTD | +56.8% | -80.1% | +136.9% | +54.9% |
| 1Y | +59.3% | -57.5% | +116.8% | +65.3% |
| All | +59.6% | -99.3% | +158.9% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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