+48.2%
OVV vs TRMB
+105.7%
-57.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.1% |
| 7D | -16.7% | -16.7% | 0.0% | -8.6% |
| 30D | -1.5% | -9.9% | +8.4% | +3.0% |
| 3M | +1.6% | -7.6% | +9.2% | +4.2% |
| 6M | +2.0% | -14.7% | +16.7% | +8.1% |
| YTD | +56.8% | -30.9% | +87.7% | +84.7% |
| 1Y | +64.8% | -31.3% | +96.2% | +93.4% |
| 3Y | +38.3% | +29.4% | +8.8% | +5.3% |
| 5Y | +84.9% | -37.4% | +122.2% | +115.4% |
| All | +48.2% | +105.7% | -57.6% | -2.5% |
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