+72.0%
OVV vs TRGP
+89.5%
-17.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.5% | -1.1% | -2.2% |
| 7D | -12.1% | -6.5% | -5.7% | -7.5% |
| 30D | +2.9% | -0.4% | +3.3% | +3.4% |
| 3M | +3.7% | +8.8% | -5.1% | -3.1% |
| 6M | +0.6% | +11.0% | -10.4% | -7.3% |
| YTD | +62.5% | +57.4% | +5.1% | +15.8% |
| 1Y | +72.0% | +87.9% | -15.8% | +13.0% |
| All | +72.0% | +89.5% | -17.5% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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