+10.7%
SNDU vs OVV
+15.4%
-4.8%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -5.6% | -10.2% | -17.3% |
| 7D | -48.0% | -12.1% | -35.9% | -50.2% |
| 30D | -66.4% | +2.9% | -69.3% | -65.4% |
| 3M | -58.7% | +3.7% | -62.4% | -57.0% |
| 6M | -68.6% | +0.6% | -69.2% | -67.4% |
| All | +10.7% | +15.4% | -4.8% | +42.4% |
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