+638.3%
OVV vs RPRX
+66.6%
+571.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.8% |
| 7D | +0.3% | +5.1% | -4.8% | -0.9% |
| 30D | +11.7% | +11.2% | +0.5% | +8.9% |
| 3M | +9.8% | +16.7% | -6.9% | +5.7% |
| 6M | +26.6% | +36.0% | -9.4% | +17.0% |
| YTD | +67.0% | +67.8% | -0.8% | +46.2% |
| 1Y | +55.9% | +76.7% | -20.8% | +34.1% |
| 3Y | +45.5% | +128.1% | -82.6% | +15.3% |
| 5Y | +157.3% | +82.9% | +74.5% | +118.3% |
| All | +638.3% | +66.6% | +571.7% | +513.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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