+42.5%
OVV vs TRMB
+105.8%
-63.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.6% |
| 7D | -10.7% | -17.0% | +6.2% | -1.9% |
| 30D | -5.3% | -9.0% | +3.7% | -1.5% |
| 3M | +2.4% | -8.1% | +10.5% | +5.4% |
| 6M | +5.7% | -10.1% | +15.7% | +8.5% |
| YTD | +56.8% | -30.2% | +87.0% | +83.5% |
| 1Y | +59.3% | -30.7% | +90.0% | +85.9% |
| 3Y | +49.0% | +32.6% | +16.3% | +11.9% |
| 5Y | +88.1% | -38.1% | +126.3% | +121.6% |
| 10Y | +42.5% | +98.9% | -56.4% | -4.4% |
| All | +42.5% | +105.8% | -63.2% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling