+72.4%
OVV vs S
+30.9%
+41.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | +8.0% | +2.0% | +6.1% | +8.0% |
| 30D | -2.0% | -2.7% | +0.7% | -1.9% |
| 3M | +5.4% | -6.9% | +12.3% | +5.2% |
| 6M | +14.3% | +38.1% | -23.8% | +15.0% |
| YTD | +69.4% | +48.0% | +21.4% | +69.7% |
| 1Y | +72.4% | +34.5% | +37.9% | +73.5% |
| All | +72.4% | +30.9% | +41.5% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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