+62.3%
OVV vs SUI
+110.1%
-47.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | +0.3% | -2.8% | +3.1% | +1.2% |
| 30D | +11.7% | -1.2% | +12.9% | +12.0% |
| 3M | +9.8% | -1.7% | +11.5% | +10.2% |
| 6M | +26.6% | -10.5% | +37.0% | +30.6% |
| YTD | +67.0% | -1.8% | +68.9% | +66.7% |
| 1Y | +55.9% | -4.1% | +60.0% | +56.6% |
| 3Y | +45.5% | +11.3% | +34.2% | +35.7% |
| 5Y | +157.3% | -32.1% | +189.5% | +183.9% |
| All | +62.3% | +110.1% | -47.7% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling