+144.3%
OVV vs RUN
-31.9%
+176.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.7% |
| 7D | +0.3% | +1.3% | -1.0% | 0.0% |
| 30D | +11.7% | -15.3% | +27.0% | +14.2% |
| 3M | +9.8% | -40.0% | +49.8% | +17.8% |
| 6M | +26.6% | -27.0% | +53.5% | +29.4% |
| YTD | +67.0% | -51.7% | +118.7% | +79.4% |
| 1Y | +55.9% | -45.9% | +101.8% | +60.8% |
| 3Y | +45.5% | -43.8% | +89.3% | +18.6% |
| 5Y | +157.3% | -80.5% | +237.8% | +136.6% |
| 10Y | +65.0% | +45.3% | +19.7% | -20.3% |
| All | +144.3% | -31.9% | +176.3% | +28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling