+171.6%
OVV vs TECH
+1,195.0%
-1,023.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +11.7% | +0.7% | +11.0% | +11.5% |
| 3M | +9.8% | +36.3% | -26.5% | -1.1% |
| 6M | +26.6% | +25.6% | +1.0% | +14.8% |
| YTD | +67.0% | +23.7% | +43.3% | +51.4% |
| 1Y | +55.9% | +37.6% | +18.3% | +35.1% |
| 3Y | +45.5% | -6.6% | +52.1% | +37.1% |
| 5Y | +157.3% | -42.2% | +199.6% | +177.9% |
| 10Y | +65.0% | +187.6% | -122.6% | +2.2% |
| All | +171.6% | +1,195.0% | -1,023.4% | +17.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling