-26.0%
OVV vs SPXU
-100.0%
+74.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.1% |
| 7D | +0.3% | -0.1% | +0.4% | +0.2% |
| 30D | +11.7% | +0.8% | +10.9% | +12.1% |
| 3M | +9.8% | -4.7% | +14.5% | +7.5% |
| 6M | +26.6% | -29.6% | +56.2% | +6.8% |
| YTD | +67.0% | -29.9% | +96.9% | +41.2% |
| 1Y | +55.9% | -39.1% | +95.0% | +23.9% |
| 3Y | +45.5% | -80.0% | +125.5% | -22.7% |
| 5Y | +157.3% | -86.0% | +243.4% | +43.9% |
| 10Y | +65.0% | -99.5% | +164.5% | -59.0% |
| All | -26.0% | -100.0% | +74.0% | -94.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling