+38.3%
OVV vs SSNC
+54.4%
-16.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.1% | -0.4% |
| 7D | -16.7% | -3.3% | -13.3% | -15.9% |
| 30D | -1.5% | -1.3% | -0.2% | -1.7% |
| 3M | +1.6% | -2.3% | +3.9% | +1.6% |
| 6M | +2.0% | +12.6% | -10.6% | -2.9% |
| YTD | +56.8% | -10.1% | +66.9% | +64.0% |
| 1Y | +64.8% | -6.6% | +71.4% | +68.2% |
| 3Y | +38.3% | +54.0% | -15.7% | +7.4% |
| All | +38.3% | +54.4% | -16.2% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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