+3,785.8%
REGN vs OVV
+160.1%
+3,625.7%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -2.0% |
| 7D | -1.6% | -3.7% | +2.1% | -1.1% |
| 30D | +3.4% | +8.0% | -4.6% | +2.3% |
| 3M | +32.7% | +11.3% | +21.4% | +30.5% |
| 6M | +6.9% | +24.0% | -17.1% | +3.1% |
| YTD | +5.4% | +65.3% | -59.9% | -2.6% |
| 1Y | +45.8% | +60.2% | -14.3% | +35.0% |
| 3Y | -1.5% | +46.9% | -48.5% | -9.4% |
| 5Y | +22.2% | +158.7% | -136.5% | -1.4% |
| 10Y | +103.6% | +50.8% | +52.7% | +47.5% |
| All | +3,785.8% | +160.1% | +3,625.7% | +1,187.3% |
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