+171.6%
OVV vs SONY
+186.0%
-14.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.1% |
| 7D | +0.3% | -1.2% | +1.4% | +0.7% |
| 30D | +11.7% | +9.4% | +2.3% | +7.4% |
| 3M | +9.8% | +10.5% | -0.7% | +4.4% |
| 6M | +26.6% | +11.7% | +14.9% | +18.6% |
| YTD | +67.0% | -4.1% | +71.1% | +66.7% |
| 1Y | +55.9% | -11.8% | +67.7% | +60.6% |
| 3Y | +45.5% | +45.9% | -0.4% | +17.0% |
| 5Y | +157.3% | +16.3% | +141.1% | +125.4% |
| 10Y | +65.0% | +297.6% | -232.6% | -7.8% |
| All | +171.6% | +186.0% | -14.4% | +35.6% |
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