+158.3%
OVV vs TRMB
-37.2%
+195.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.3% |
| 7D | +0.3% | -2.5% | +2.8% | +1.2% |
| 30D | +11.7% | +1.5% | +10.2% | +10.8% |
| 3M | +9.8% | +6.8% | +3.0% | +6.0% |
| 6M | +26.6% | -14.9% | +41.5% | +33.6% |
| YTD | +67.0% | -24.1% | +91.1% | +84.4% |
| 1Y | +55.9% | -25.4% | +81.3% | +72.0% |
| 3Y | +45.5% | +8.0% | +37.5% | +32.1% |
| All | +158.3% | -37.2% | +195.6% | +187.7% |
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 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