+58.4%
OVV vs RUN
-7.3%
+65.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.7% |
| 7D | +8.0% | -13.5% | +21.6% | +8.6% |
| 30D | -2.0% | +18.3% | -20.3% | -2.9% |
| 3M | +5.4% | -12.5% | +17.9% | +5.8% |
| 6M | +14.3% | -40.3% | +54.6% | +16.4% |
| YTD | +69.4% | -53.1% | +122.5% | +73.4% |
| 1Y | +72.4% | -54.3% | +126.6% | +76.3% |
| 3Y | +58.4% | -6.5% | +64.9% | +35.1% |
| All | +58.4% | -7.3% | +65.7% | +35.1% |
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