+50.8%
OVV vs TRMB
+114.9%
-64.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -0.4% |
| 7D | -3.7% | -0.3% | -3.5% | -3.6% |
| 30D | +8.0% | -1.2% | +9.2% | +8.3% |
| 3M | +11.3% | +9.6% | +1.7% | +3.9% |
| 6M | +24.0% | -16.1% | +40.1% | +33.7% |
| YTD | +65.3% | -25.0% | +90.3% | +88.6% |
| 1Y | +60.2% | -27.7% | +87.9% | +84.8% |
| 3Y | +46.9% | +15.3% | +31.6% | +21.5% |
| 5Y | +158.7% | -37.4% | +196.1% | +208.7% |
| 10Y | +50.8% | +117.5% | -66.6% | -9.7% |
| All | +50.8% | +114.9% | -64.1% | -9.7% |
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