+65.8%
OVV vs Q
+66.4%
-0.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.3% | -7.0% | -0.2% |
| 7D | -16.7% | +0.3% | -16.9% | -16.6% |
| 30D | -1.5% | -9.8% | +8.3% | -2.2% |
| 3M | +1.6% | -12.2% | +13.8% | +0.8% |
| 6M | +2.0% | -21.6% | +23.6% | +1.3% |
| YTD | +56.8% | +43.6% | +13.3% | +61.0% |
| 1Y | +64.8% | +25.7% | +39.2% | +70.9% |
| All | +65.8% | +66.4% | -0.6% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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