+38.3%
OVV vs RUN
-8.7%
+47.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -0.7% |
| 7D | -16.7% | +33.4% | -50.1% | -17.6% |
| 30D | -1.5% | +31.1% | -32.6% | -2.7% |
| 3M | +1.6% | +6.4% | -4.8% | +1.1% |
| 6M | +2.0% | -22.2% | +24.2% | +2.7% |
| YTD | +56.8% | -45.8% | +102.6% | +59.6% |
| 1Y | +64.8% | -51.1% | +116.0% | +68.4% |
| 3Y | +38.3% | -3.0% | +41.3% | +19.8% |
| All | +38.3% | -8.7% | +47.0% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling