+155.0%
OVV vs RGEN
+4,359.9%
-4,204.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -0.9% |
| 7D | -16.7% | -1.9% | -14.7% | -16.5% |
| 30D | -1.5% | +3.7% | -5.2% | -2.0% |
| 3M | +1.6% | +8.8% | -7.2% | +0.4% |
| 6M | +2.0% | +38.0% | -35.9% | -2.1% |
| YTD | +56.8% | +5.9% | +50.9% | +53.9% |
| 1Y | +64.8% | +19.7% | +45.2% | +59.6% |
| 3Y | +38.3% | +20.5% | +17.7% | +31.6% |
| 5Y | +84.9% | -35.0% | +119.9% | +82.4% |
| 10Y | +54.5% | +540.9% | -486.4% | +21.9% |
| All | +155.0% | +4,359.9% | -4,204.9% | +49.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling