+365.1%
SE vs OVV
+31.4%
+333.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.9% | -2.8% | -5.2% |
| 7D | -1.2% | -14.9% | +13.7% | +1.6% |
| 30D | -21.7% | -0.9% | -20.7% | -21.8% |
| 3M | -34.2% | +5.6% | -39.8% | -35.3% |
| 6M | -10.5% | -2.5% | -8.0% | -11.2% |
| YTD | -40.7% | +57.8% | -98.5% | -47.1% |
| 1Y | -52.1% | +70.1% | -122.1% | -58.0% |
| 3Y | +68.9% | +35.1% | +33.7% | +52.0% |
| 5Y | -78.9% | +86.1% | -164.9% | -82.2% |
| All | +365.1% | +31.4% | +333.7% | +250.4% |
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