+86.1%
OVV vs STLD
+268.5%
-182.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.6% | +4.7% | +0.6% |
| 7D | -14.9% | -12.5% | -2.4% | -9.7% |
| 30D | -0.9% | -6.8% | +5.9% | +2.1% |
| 3M | +5.6% | -16.4% | +21.9% | +13.5% |
| 6M | -2.5% | -6.1% | +3.6% | -1.9% |
| YTD | +57.8% | +32.0% | +25.9% | +32.2% |
| 1Y | +70.1% | +45.5% | +24.6% | +35.0% |
| 3Y | +35.1% | +106.5% | -71.4% | -13.6% |
| 5Y | +86.1% | +267.2% | -181.1% | -15.3% |
| All | +86.1% | +268.5% | -182.4% | -15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling