+583.1%
ROKU vs OVV
+26.2%
+556.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +3.5% | -16.7% | +20.1% | +6.3% |
| 30D | +5.1% | -1.5% | +6.6% | +5.2% |
| 3M | +7.0% | +1.6% | +5.4% | +6.3% |
| 6M | +25.4% | +2.0% | +23.4% | +24.2% |
| YTD | +48.0% | +56.8% | -8.9% | +36.1% |
| 1Y | +53.1% | +64.8% | -11.7% | +39.3% |
| 3Y | +92.7% | +38.3% | +54.4% | +78.5% |
| 5Y | -42.4% | +84.9% | -127.3% | -48.9% |
| All | +583.1% | +26.2% | +556.8% | +500.5% |
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