+56.5%
OVV vs SONY
+276.5%
-220.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | -3.8% | -4.9% | +1.1% | -1.3% |
| 30D | +1.3% | -1.6% | +2.9% | +1.9% |
| 3M | +14.3% | +10.0% | +4.3% | +7.5% |
| 6M | +21.1% | +8.4% | +12.7% | +13.5% |
| YTD | +66.0% | -8.4% | +74.5% | +70.2% |
| 1Y | +59.3% | -18.4% | +77.6% | +73.2% |
| 3Y | +47.6% | +41.0% | +6.6% | +10.6% |
| 5Y | +162.0% | +9.3% | +152.7% | +124.2% |
| 10Y | +56.5% | +281.7% | -225.2% | -23.9% |
| All | +56.5% | +276.5% | -220.0% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 10y: compounded portfolio wealth divided by compounded SONY 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…
10y analysis · Full analysis span regression · 6 months rolling