-28.7%
OVV vs PAYC
+1,257.3%
-1,286.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.1% |
| 7D | -10.7% | -11.1% | +0.4% | -7.7% |
| 30D | -5.3% | +1.8% | -7.1% | -6.0% |
| 3M | +2.4% | +10.2% | -7.8% | -1.0% |
| 6M | +5.7% | +73.5% | -67.9% | -12.0% |
| YTD | +56.8% | +49.4% | +7.3% | +34.7% |
| 1Y | +59.3% | +47.2% | +12.1% | +37.4% |
| 3Y | +49.0% | +44.4% | +4.5% | +25.0% |
| 5Y | +88.1% | -52.1% | +140.2% | +108.9% |
| 10Y | +42.5% | +474.3% | -431.7% | -14.1% |
| All | -28.7% | +1,257.3% | -1,286.1% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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