+88.1%
OVV vs TRGP
+426.9%
-338.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.4% | -3.4% | -3.4% |
| 7D | -10.7% | -7.2% | -3.6% | -4.1% |
| 30D | -5.3% | -4.2% | -1.1% | -1.5% |
| 3M | +2.4% | +7.0% | -4.6% | -5.4% |
| 6M | +5.7% | +11.2% | -5.6% | -6.8% |
| YTD | +56.8% | +51.1% | +5.7% | +0.2% |
| 1Y | +59.3% | +62.0% | -2.8% | -5.4% |
| 3Y | +49.0% | +248.2% | -199.2% | -65.5% |
| 5Y | +88.1% | +432.4% | -344.3% | -74.3% |
| All | +88.1% | +426.9% | -338.7% | -74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling