+106.0%
OVV vs SBAC
-39.6%
+145.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.5% |
| 7D | +8.0% | +0.6% | +7.4% | +7.9% |
| 30D | -2.0% | +5.5% | -7.5% | -2.9% |
| 3M | +5.4% | +3.1% | +2.4% | +4.7% |
| 6M | +14.3% | -7.0% | +21.3% | +15.2% |
| YTD | +69.4% | +0.5% | +68.9% | +67.2% |
| 1Y | +72.4% | +0.2% | +72.1% | +70.2% |
| 3Y | +58.4% | -7.4% | +65.7% | +54.5% |
| All | +106.0% | -39.6% | +145.6% | +122.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling