+525.2%
PAYX vs OVV
+160.1%
+365.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -2.9% | -3.8% |
| 7D | -6.9% | -3.7% | -3.2% | -6.4% |
| 30D | -2.6% | +8.0% | -10.6% | -3.7% |
| 3M | +19.4% | +11.3% | +8.2% | +17.4% |
| 6M | +18.7% | +24.0% | -5.3% | +14.7% |
| YTD | +7.8% | +65.3% | -57.5% | -0.1% |
| 1Y | -9.9% | +60.2% | -70.0% | -16.3% |
| 3Y | +7.4% | +46.9% | -39.5% | -0.8% |
| 5Y | +21.8% | +158.7% | -136.9% | +0.7% |
| 10Y | +161.3% | +50.8% | +110.4% | +89.1% |
| All | +525.2% | +160.1% | +365.1% | +203.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling