+62.2%
OVV vs TECH
+26.8%
+35.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -7.3% | +0.2% | -7.5% | -7.3% |
| 30D | -3.6% | +0.5% | -4.1% | -3.6% |
| 3M | -2.6% | +1.1% | -3.7% | -2.6% |
| 6M | +7.6% | +51.0% | -43.5% | +8.1% |
| YTD | +59.6% | +24.4% | +35.3% | +66.1% |
| 1Y | +62.2% | +27.4% | +34.8% | +69.3% |
| All | +62.2% | +26.8% | +35.4% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling