+42.5%
OVV vs SPXU
-99.5%
+142.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.0% | +7.0% | -3.5% |
| 7D | -10.7% | -1.5% | -9.3% | -11.1% |
| 30D | -5.3% | +9.7% | -14.9% | -0.6% |
| 3M | +2.4% | +8.4% | -6.1% | +6.9% |
| 6M | +5.7% | -5.7% | +11.4% | +2.9% |
| YTD | +56.8% | -25.4% | +82.2% | +35.8% |
| 1Y | +59.3% | -28.9% | +88.2% | +34.9% |
| 3Y | +49.0% | -81.2% | +130.1% | -28.0% |
| 5Y | +88.1% | -83.3% | +171.4% | +10.1% |
| 10Y | +42.5% | -99.5% | +142.0% | -69.5% |
| All | +42.5% | -99.5% | +142.1% | -69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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