+73.6%
OVV vs SHAK
-22.0%
+95.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.1% | +5.4% | +1.9% |
| 7D | +6.5% | +4.1% | +2.4% | +7.0% |
| 30D | -2.7% | +2.3% | -4.9% | -2.2% |
| 3M | +3.1% | -0.2% | +3.4% | +3.4% |
| 6M | +12.8% | +10.1% | +2.7% | +15.3% |
| YTD | +68.1% | -10.5% | +78.6% | +76.2% |
| 1Y | +73.6% | -22.4% | +96.0% | +81.5% |
| All | +73.6% | -22.0% | +95.7% | +81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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