+38.3%
OVV vs STLD
+105.6%
-67.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -16.7% | -11.1% | -5.5% | -12.9% |
| 30D | -1.5% | -4.8% | +3.3% | +0.2% |
| 3M | +1.6% | -14.6% | +16.1% | +7.3% |
| 6M | +2.0% | -7.4% | +9.4% | +3.3% |
| YTD | +56.8% | +32.6% | +24.2% | +32.8% |
| 1Y | +64.8% | +47.3% | +17.5% | +31.9% |
| 3Y | +38.3% | +107.5% | -69.3% | -10.3% |
| All | +38.3% | +105.6% | -67.4% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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