+70.6%
OVV vs SOLS
+21.0%
+49.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.7% | -9.8% | +0.4% |
| 7D | -10.7% | +8.0% | -18.8% | -10.4% |
| 30D | -5.3% | +3.7% | -9.0% | -5.1% |
| 3M | +2.4% | +4.6% | -2.2% | +2.9% |
| 6M | +5.7% | -18.5% | +24.1% | +5.2% |
| YTD | +56.8% | +31.4% | +25.3% | +58.5% |
| 1Y | +59.3% | +34.5% | +24.8% | +61.3% |
| All | +70.6% | +21.0% | +49.6% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 3y: compounded portfolio wealth divided by compounded SOLS 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…
3y analysis · Full analysis span regression · 6 months rolling