+72.0%
OVV vs RUN
-53.7%
+125.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.3% | -6.9% | -5.5% |
| 7D | -12.1% | +18.5% | -30.6% | -11.1% |
| 30D | +2.9% | +15.5% | -12.6% | +4.0% |
| 3M | +3.7% | -20.3% | +24.0% | +3.4% |
| 6M | +0.6% | -30.8% | +31.4% | +0.1% |
| YTD | +62.5% | -52.2% | +114.7% | +61.7% |
| 1Y | +72.0% | -53.9% | +125.9% | +71.9% |
| All | +72.0% | -53.7% | +125.8% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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