+156.7%
OVV vs TRMB
+1,878.1%
-1,721.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.7% | -2.5% |
| 7D | -14.9% | -17.9% | +3.0% | -9.1% |
| 30D | -0.9% | -12.0% | +11.1% | +3.0% |
| 3M | +5.6% | -8.4% | +14.0% | +7.9% |
| 6M | -2.5% | -21.5% | +19.1% | +4.5% |
| YTD | +57.8% | -31.5% | +89.4% | +75.8% |
| 1Y | +70.1% | -33.4% | +103.5% | +90.6% |
| 3Y | +35.1% | +26.5% | +8.7% | +19.0% |
| 5Y | +86.1% | -37.9% | +124.0% | +106.7% |
| 10Y | +55.5% | +107.3% | -51.8% | +24.5% |
| All | +156.7% | +1,878.1% | -1,721.4% | +38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling