+86.1%
OVV vs SUI
-25.7%
+111.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.5% | -3.1% |
| 7D | -14.9% | +8.8% | -23.7% | -17.1% |
| 30D | -0.9% | +8.9% | -9.9% | -3.6% |
| 3M | +5.6% | +2.0% | +3.5% | +4.6% |
| 6M | -2.5% | -0.6% | -1.8% | -2.8% |
| YTD | +57.8% | +1.3% | +56.5% | +55.6% |
| 1Y | +70.1% | +1.3% | +68.8% | +67.8% |
| 3Y | +35.1% | +16.3% | +18.9% | +23.6% |
| 5Y | +86.1% | -25.1% | +111.1% | +103.0% |
| All | +86.1% | -25.7% | +111.8% | +103.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling