-33.8%
OVV vs TRGP
+2,231.3%
-2,265.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -0.8% |
| 7D | +0.3% | +0.8% | -0.5% | -0.3% |
| 30D | +11.7% | +11.5% | +0.2% | +2.4% |
| 3M | +9.8% | +9.0% | +0.8% | +2.5% |
| 6M | +26.6% | +20.5% | +6.1% | +9.1% |
| YTD | +67.0% | +59.5% | +7.5% | +15.9% |
| 1Y | +55.9% | +77.9% | -22.0% | -0.9% |
| 3Y | +45.5% | +253.6% | -208.1% | -45.5% |
| 5Y | +157.3% | +615.5% | -458.1% | -39.3% |
| 10Y | +65.0% | +897.1% | -832.1% | -60.1% |
| All | -33.8% | +2,231.3% | -2,265.1% | -89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling