-4.6%
SHOP vs OVV
+67.1%
-71.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +3.4% |
| 7D | -5.4% | -16.7% | +11.2% | -11.4% |
| 30D | -10.3% | -1.5% | -8.8% | -10.2% |
| 3M | +1.0% | +1.6% | -0.6% | +2.7% |
| 6M | +41.2% | +2.0% | +39.2% | +45.0% |
| YTD | -7.5% | +56.8% | -64.3% | +3.6% |
| 1Y | -4.6% | +64.8% | -69.4% | +8.3% |
| All | -4.6% | +67.1% | -71.6% | +8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling