+106.0%
OVV vs SIRI
-41.4%
+147.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.4% | +0.7% |
| 7D | +8.0% | -1.7% | +9.7% | +8.3% |
| 30D | -2.0% | +21.1% | -23.2% | -5.1% |
| 3M | +5.4% | +14.7% | -9.3% | +3.0% |
| 6M | +14.3% | +22.9% | -8.7% | +9.9% |
| YTD | +69.4% | +65.7% | +3.7% | +54.0% |
| 1Y | +72.4% | +53.5% | +18.9% | +58.8% |
| 3Y | +58.4% | -23.0% | +81.4% | +58.2% |
| All | +106.0% | -41.4% | +147.4% | +122.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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