-28.7%
OVV vs PAYC
+1,262.3%
-1,291.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.1% | +4.4% | +0.8% |
| 7D | -16.7% | -10.2% | -6.5% | -14.1% |
| 30D | -1.5% | +6.1% | -7.6% | -3.4% |
| 3M | +1.6% | +10.1% | -8.5% | -1.7% |
| 6M | +2.0% | +88.6% | -86.6% | -17.4% |
| YTD | +56.8% | +50.0% | +6.8% | +34.6% |
| 1Y | +64.8% | +46.1% | +18.8% | +42.5% |
| 3Y | +38.3% | +51.2% | -12.9% | +14.3% |
| 5Y | +84.9% | -51.7% | +136.5% | +104.7% |
| 10Y | +54.5% | +467.4% | -412.8% | -6.8% |
| All | -28.7% | +1,262.3% | -1,291.0% | -63.9% |
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