+58.4%
OVV vs SPXU
-80.6%
+139.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +1.1% |
| 7D | +8.0% | -7.6% | +15.6% | +6.0% |
| 30D | -2.0% | +5.3% | -7.4% | -0.4% |
| 3M | +5.4% | +9.6% | -4.2% | +8.5% |
| 6M | +14.3% | -4.5% | +18.8% | +13.2% |
| YTD | +69.4% | -25.9% | +95.3% | +55.3% |
| 1Y | +72.4% | -28.9% | +101.2% | +55.7% |
| 3Y | +58.4% | -80.5% | +138.9% | -0.1% |
| All | +58.4% | -80.6% | +139.0% | -0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling