+97.5%
REGN vs OVV
+56.5%
+40.9%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.5% |
| 7D | -5.6% | -1.7% | -3.9% | -5.5% |
| 30D | -2.0% | +0.8% | -2.7% | -2.0% |
| 3M | +28.0% | +13.3% | +14.7% | +26.9% |
| 6M | +1.2% | +16.9% | -15.8% | 0.0% |
| YTD | +1.6% | +64.3% | -62.6% | -1.7% |
| 1Y | +38.2% | +54.2% | -15.9% | +34.1% |
| 3Y | -5.4% | +51.3% | -56.7% | -8.8% |
| 5Y | +21.3% | +154.3% | -133.0% | +11.8% |
| All | +97.5% | +56.5% | +40.9% | +80.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling