+55.4%
OVV vs MTCH
+203.9%
-148.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.8% |
| 7D | -2.9% | -1.4% | -1.5% | -2.6% |
| 30D | +0.9% | +13.6% | -12.8% | -1.9% |
| 3M | +11.0% | +22.4% | -11.4% | +5.8% |
| 6M | +22.3% | +37.2% | -14.9% | +13.0% |
| YTD | +65.1% | +31.8% | +33.3% | +53.4% |
| 1Y | +53.1% | +12.9% | +40.2% | +47.1% |
| 3Y | +46.7% | -1.1% | +47.8% | +41.1% |
| 5Y | +155.5% | -73.5% | +229.0% | +207.8% |
| All | +55.4% | +203.9% | -148.4% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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