+171.6%
OVV vs TDY
+3,594.2%
-3,422.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -2.0% |
| 7D | +0.3% | -1.8% | +2.1% | +1.2% |
| 30D | +11.7% | -10.7% | +22.4% | +18.1% |
| 3M | +9.8% | -1.3% | +11.1% | +9.7% |
| 6M | +26.6% | -10.6% | +37.1% | +31.6% |
| YTD | +67.0% | +19.6% | +47.5% | +49.3% |
| 1Y | +55.9% | +11.6% | +44.3% | +43.6% |
| 3Y | +45.5% | +45.2% | +0.3% | +16.4% |
| 5Y | +157.3% | +36.1% | +121.3% | +111.8% |
| 10Y | +65.0% | +458.8% | -393.8% | -16.2% |
| All | +171.6% | +3,594.2% | -3,422.5% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 all: compounded portfolio wealth divided by compounded TDY 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…
all analysis · Full analysis span regression · 6 months rolling