+73.6%
OVV vs SPXU
-25.8%
+99.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.2% | +2.1% |
| 7D | +6.5% | -9.4% | +15.9% | +8.1% |
| 30D | -2.7% | +7.4% | -10.1% | -4.2% |
| 3M | +3.1% | +6.2% | -3.0% | +1.6% |
| 6M | +12.8% | -7.2% | +20.0% | +14.0% |
| YTD | +68.1% | -26.8% | +94.9% | +79.2% |
| 1Y | +73.6% | -26.3% | +99.9% | +86.5% |
| All | +73.6% | -25.8% | +99.4% | +86.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling