+260.6%
SNDU vs OVV
+18.7%
+241.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.7% | +25.4% | +23.1% |
| 7D | +35.2% | +0.3% | +34.9% | +35.2% |
| 30D | +50.8% | +11.7% | +39.1% | +55.6% |
| 3M | -43.2% | +9.8% | -53.0% | -39.6% |
| All | +260.6% | +18.7% | +241.9% | +354.6% |
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 · Available span rolling