+72.0%
OVV vs TYL
-10.1%
+82.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +4.7% | -10.3% | -5.8% |
| 7D | -12.1% | +17.3% | -29.4% | -12.8% |
| 30D | +2.9% | +28.9% | -26.0% | +1.5% |
| 3M | +3.7% | +35.1% | -31.4% | +2.3% |
| 6M | +0.6% | +29.3% | -28.7% | -0.4% |
| YTD | +62.5% | -6.8% | +69.2% | +55.0% |
| 1Y | +72.0% | -9.9% | +81.9% | +64.9% |
| All | +72.0% | -10.1% | +82.1% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TYL.
Daily Out/Under-Performance
Portfolio return minus TYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TYL 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 1y: compounded portfolio wealth divided by compounded TYL 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…
1y analysis · Full analysis span regression · 6 months rolling