+159.6%
OVV vs MTCH
+393.8%
-234.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.4% |
| 7D | -7.3% | +3.7% | -11.0% | -8.1% |
| 30D | -3.6% | -2.8% | -0.8% | -3.2% |
| 3M | -2.6% | +9.3% | -11.9% | -5.0% |
| 6M | +7.6% | +9.2% | -1.6% | +4.3% |
| YTD | +59.6% | +26.5% | +33.1% | +48.2% |
| 1Y | +62.2% | +22.6% | +39.6% | +51.8% |
| 3Y | +49.6% | +40.8% | +8.8% | +31.8% |
| 5Y | +98.9% | -72.9% | +171.8% | +147.2% |
| 10Y | +45.1% | +152.4% | -107.3% | -5.6% |
| All | +159.6% | +393.8% | -234.2% | +11.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling