+173.4%
OVV vs SIRI
-17.1%
+190.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +2.4% |
| 7D | +6.5% | -3.7% | +10.2% | +6.9% |
| 30D | -2.7% | +20.4% | -23.1% | -4.6% |
| 3M | +3.1% | +12.5% | -9.4% | +1.7% |
| 6M | +12.8% | +23.4% | -10.6% | +9.9% |
| YTD | +68.1% | +65.2% | +3.0% | +58.5% |
| 1Y | +73.6% | +52.4% | +21.3% | +65.0% |
| 3Y | +57.6% | -22.6% | +80.2% | +57.5% |
| 5Y | +104.5% | -41.7% | +146.2% | +107.0% |
| 10Y | +58.4% | -7.8% | +66.2% | +57.4% |
| All | +173.4% | -17.1% | +190.5% | +134.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling