+48.2%
OVV vs SBAC
-8.8%
+57.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.7% | -1.7% |
| 7D | +0.3% | -0.8% | +1.1% | +0.3% |
| 30D | +11.7% | +6.9% | +4.8% | +11.5% |
| 3M | +9.8% | -8.2% | +18.0% | +9.9% |
| 6M | +26.6% | -1.6% | +28.2% | +26.0% |
| YTD | +67.0% | -0.1% | +67.1% | +66.0% |
| 1Y | +55.9% | -0.5% | +56.4% | +55.0% |
| All | +48.2% | -8.8% | +57.1% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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