+4,800.5%
SNDK vs OVV
+56.9%
+4,743.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.3% |
| 7D | +13.6% | -3.8% | +17.4% | +15.3% |
| 30D | +42.5% | +1.3% | +41.2% | +41.5% |
| 3M | +7.1% | +14.3% | -7.2% | +0.1% |
| 6M | +199.7% | +21.1% | +178.5% | +166.6% |
| YTD | +643.2% | +66.0% | +577.2% | +442.1% |
| 1Y | +2,402.0% | +59.3% | +2,342.7% | +1,730.8% |
| All | +4,800.5% | +56.9% | +4,743.6% | +3,663.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling