+167.5%
OVV vs SONY
+208.5%
-41.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.9% | +3.4% |
| 7D | +1.2% | +2.1% | -0.9% | +0.1% |
| 30D | -2.5% | +9.2% | -11.7% | -6.5% |
| 3M | +0.5% | +12.2% | -11.7% | -4.9% |
| 6M | +8.5% | +24.4% | -16.0% | -2.6% |
| YTD | +64.5% | +3.5% | +61.0% | +58.1% |
| 1Y | +64.7% | -9.2% | +73.8% | +67.2% |
| 3Y | +54.1% | +55.6% | -1.5% | +20.4% |
| 5Y | +95.4% | +12.0% | +83.5% | +73.5% |
| 10Y | +54.9% | +363.7% | -308.7% | -18.9% |
| All | +167.5% | +208.5% | -41.1% | +28.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling