-91.0%
SNDQ vs OVV
+12.6%
-103.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -5.6% | +20.9% | +15.6% |
| 7D | +66.1% | -12.1% | +78.3% | +68.0% |
| 30D | +122.5% | +2.9% | +119.7% | +118.9% |
| 3M | +11.6% | +3.7% | +7.9% | +10.1% |
| 6M | -82.2% | +0.6% | -82.8% | -83.3% |
| All | -91.0% | +12.6% | -103.6% | -91.3% |
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