+62.2%
OVV vs MSTZ
-51.1%
+113.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +7.6% | -5.8% | +1.8% |
| 7D | -7.3% | +21.1% | -28.4% | -7.4% |
| 30D | -3.6% | +40.1% | -43.6% | -3.8% |
| 3M | -2.6% | -66.1% | +63.4% | -2.9% |
| 6M | +7.6% | -20.7% | +28.3% | +8.9% |
| YTD | +59.6% | -78.6% | +138.2% | +59.6% |
| 1Y | +62.2% | -55.5% | +117.7% | +67.9% |
| All | +62.2% | -51.1% | +113.3% | +67.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling