+50.5%
OVV vs SONY
+46.4%
+4.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.4% |
| 7D | +0.3% | -1.2% | +1.4% | +0.5% |
| 30D | +11.7% | +9.4% | +2.3% | +9.4% |
| 3M | +9.8% | +10.5% | -0.7% | +7.3% |
| 6M | +26.6% | +11.7% | +14.9% | +22.9% |
| YTD | +67.0% | -4.1% | +71.1% | +70.1% |
| 1Y | +55.9% | -11.8% | +67.7% | +62.6% |
| All | +50.5% | +46.4% | +4.1% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling