-9.6%
PAYX vs OVV
+57.8%
-67.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.4% |
| 7D | -7.9% | -2.9% | -5.0% | -7.8% |
| 30D | -5.0% | +0.9% | -5.9% | -5.1% |
| 3M | +15.1% | +11.0% | +4.1% | +14.5% |
| 6M | +23.9% | +22.3% | +1.6% | +23.6% |
| YTD | +6.2% | +65.1% | -58.9% | +6.7% |
| 1Y | -9.6% | +53.1% | -62.8% | -8.9% |
| All | -9.6% | +57.8% | -67.5% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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