+171.6%
OVV vs TSN
+505.0%
-333.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.1% | -1.5% |
| 7D | +0.3% | -6.3% | +6.6% | +2.5% |
| 30D | +11.7% | -10.8% | +22.5% | +16.1% |
| 3M | +9.8% | -8.8% | +18.6% | +12.6% |
| 6M | +26.6% | -16.8% | +43.4% | +33.4% |
| YTD | +67.0% | -10.0% | +77.0% | +71.1% |
| 1Y | +55.9% | -5.3% | +61.2% | +56.5% |
| 3Y | +45.5% | +8.5% | +37.0% | +37.0% |
| 5Y | +157.3% | -22.9% | +180.3% | +171.1% |
| 10Y | +65.0% | -12.6% | +77.6% | +68.4% |
| All | +171.6% | +505.0% | -333.4% | +40.8% |
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