+72.4%
OVV vs SONY
-9.8%
+82.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.8% | +0.9% |
| 7D | +8.0% | +0.3% | +7.8% | +8.1% |
| 30D | -2.0% | +11.1% | -13.2% | -1.6% |
| 3M | +5.4% | +14.7% | -9.2% | +6.0% |
| 6M | +14.3% | +18.8% | -4.5% | +16.1% |
| YTD | +69.4% | +5.7% | +63.7% | +84.8% |
| 1Y | +72.4% | -8.1% | +80.4% | +102.3% |
| All | +72.4% | -9.8% | +82.1% | +102.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling