+106.0%
OVV vs TRMB
-36.0%
+142.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | +8.0% | +2.8% | +5.2% | +6.9% |
| 30D | -2.0% | -5.9% | +3.8% | -0.5% |
| 3M | +5.4% | -3.3% | +8.7% | +5.7% |
| 6M | +14.3% | +1.3% | +12.9% | +11.3% |
| YTD | +69.4% | -29.0% | +98.4% | +90.5% |
| 1Y | +72.4% | -27.8% | +100.1% | +91.7% |
| 3Y | +58.4% | +36.3% | +22.1% | +27.4% |
| All | +106.0% | -36.0% | +142.0% | +147.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling