+64.8%
OVV vs RGEN
+19.4%
+45.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -0.3% |
| 7D | -16.7% | -1.9% | -14.7% | -16.9% |
| 30D | -1.5% | +3.7% | -5.2% | -0.9% |
| 3M | +1.6% | +8.8% | -7.2% | +3.2% |
| 6M | +2.0% | +38.0% | -35.9% | +7.3% |
| YTD | +56.8% | +5.9% | +50.9% | +67.4% |
| 1Y | +64.8% | +19.7% | +45.2% | +76.4% |
| All | +64.8% | +19.4% | +45.5% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling