-90.2%
SNDQ vs OVV
+17.4%
-107.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.8% | +10.3% | +11.2% |
| 7D | -18.7% | +8.0% | -26.7% | -17.4% |
| 30D | +69.5% | -2.0% | +71.5% | +70.6% |
| 3M | +54.2% | +5.4% | +48.8% | +53.7% |
| 6M | -69.6% | +14.3% | -83.9% | -70.3% |
| All | -90.2% | +17.4% | -107.6% | -90.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling