+45.1%
OVV vs TRMB
+96.4%
-51.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | -7.3% | -16.6% | +9.3% | +1.6% |
| 30D | -3.6% | -8.9% | +5.3% | +0.2% |
| 3M | -2.6% | -6.3% | +3.7% | -0.8% |
| 6M | +7.6% | -10.0% | +17.5% | +10.4% |
| YTD | +59.6% | -30.1% | +89.7% | +86.8% |
| 1Y | +62.2% | -31.3% | +93.5% | +90.4% |
| 3Y | +49.6% | +30.8% | +18.8% | +13.3% |
| 5Y | +98.9% | -35.9% | +134.9% | +128.5% |
| 10Y | +45.1% | +101.7% | -56.6% | -2.3% |
| All | +45.1% | +96.4% | -51.3% | -2.3% |
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