+59.7%
OVV vs MSTZ
-99.4%
+159.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.6% |
| 7D | -16.7% | -1.2% | -15.4% | -16.6% |
| 30D | -1.5% | +22.2% | -23.7% | -0.7% |
| 3M | +1.6% | -70.4% | +72.0% | -1.5% |
| 6M | +2.0% | -31.0% | +33.0% | +4.1% |
| YTD | +56.8% | -81.0% | +137.9% | +54.7% |
| 1Y | +64.8% | -61.2% | +126.0% | +70.5% |
| All | +59.7% | -99.4% | +159.0% | +66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling