+2,189.8%
SNDK vs OVV
+57.8%
+2,131.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -4.1% |
| 7D | +8.8% | -2.9% | +11.7% | +8.6% |
| 30D | +33.2% | +0.9% | +32.3% | +33.3% |
| 3M | +3.0% | +11.0% | -8.0% | +4.6% |
| 6M | +173.5% | +22.3% | +151.2% | +178.8% |
| YTD | +613.0% | +65.1% | +548.0% | +645.6% |
| 1Y | +2,189.8% | +53.1% | +2,136.6% | +1,971.7% |
| All | +2,189.8% | +57.8% | +2,131.9% | +1,971.7% |
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