+4,601.6%
SNDK vs OVV
+56.0%
+4,545.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.8% |
| 7D | +8.8% | -2.9% | +11.7% | +10.1% |
| 30D | +33.2% | +0.9% | +32.3% | +32.5% |
| 3M | +3.0% | +11.0% | -8.0% | -2.4% |
| 6M | +173.5% | +22.3% | +151.2% | +141.9% |
| YTD | +613.0% | +65.1% | +548.0% | +421.4% |
| 1Y | +2,189.8% | +53.1% | +2,136.6% | +1,624.7% |
| All | +4,601.6% | +56.0% | +4,545.7% | +3,519.2% |
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