+56.5%
OVV vs SPXS
-99.5%
+156.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +1.1% |
| 7D | -3.8% | +1.2% | -5.0% | -3.2% |
| 30D | +1.3% | +5.2% | -3.9% | +3.8% |
| 3M | +14.3% | -9.2% | +23.5% | +8.8% |
| 6M | +21.1% | -29.6% | +50.7% | +1.2% |
| YTD | +66.0% | -27.6% | +93.6% | +41.4% |
| 1Y | +59.3% | -36.7% | +96.0% | +27.4% |
| 3Y | +47.6% | -79.8% | +127.4% | -25.0% |
| 5Y | +162.0% | -85.9% | +247.8% | +40.4% |
| 10Y | +56.5% | -99.5% | +156.0% | -68.4% |
| All | +56.5% | -99.5% | +156.0% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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