+155.0%
OVV vs TSN
+602.2%
-447.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | -16.7% | +4.6% | -21.3% | -18.1% |
| 30D | -1.5% | +15.4% | -16.9% | -6.5% |
| 3M | +1.6% | +2.9% | -1.3% | +0.2% |
| 6M | +2.0% | -10.8% | +12.8% | +5.1% |
| YTD | +56.8% | +4.5% | +52.3% | +52.2% |
| 1Y | +64.8% | +19.5% | +45.3% | +52.4% |
| 3Y | +38.3% | +42.2% | -3.9% | +18.3% |
| 5Y | +84.9% | -14.2% | +99.1% | +87.1% |
| 10Y | +54.5% | +15.4% | +39.2% | +44.5% |
| All | +155.0% | +602.2% | -447.2% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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