+33.9%
OVV vs SEI
+539.1%
-505.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +14.3% | -14.9% | -6.7% |
| 7D | -16.7% | -18.3% | +1.6% | -10.6% |
| 30D | -1.5% | -24.4% | +22.9% | +6.9% |
| 3M | +1.6% | +1.5% | 0.0% | -6.2% |
| 6M | +2.0% | -25.1% | +27.2% | +2.3% |
| YTD | +56.8% | +26.4% | +30.4% | +13.8% |
| 1Y | +64.8% | +8.9% | +55.9% | +25.6% |
| 3Y | +38.3% | +586.7% | -548.4% | -77.0% |
| 5Y | +84.9% | +717.9% | -633.0% | -75.9% |
| All | +33.9% | +539.1% | -505.2% | -76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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