+171.6%
OVV vs SIRI
-24.9%
+196.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -1.5% |
| 7D | +0.3% | +1.6% | -1.3% | +0.1% |
| 30D | +11.7% | -4.7% | +16.4% | +12.2% |
| 3M | +9.8% | +5.3% | +4.5% | +9.0% |
| 6M | +26.6% | +30.5% | -4.0% | +22.6% |
| YTD | +67.0% | +49.6% | +17.4% | +59.3% |
| 1Y | +55.9% | +28.5% | +27.4% | +50.8% |
| 3Y | +45.5% | -27.5% | +73.0% | +46.3% |
| 5Y | +157.3% | -44.7% | +202.0% | +162.4% |
| 10Y | +65.0% | -12.6% | +77.6% | +65.3% |
| All | +171.6% | -24.9% | +196.5% | +135.4% |
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 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