-35.6%
SNPS vs OVV
+57.1%
-92.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.6% |
| 7D | -5.5% | -3.7% | -1.8% | -5.9% |
| 30D | -5.8% | +8.0% | -13.7% | -4.8% |
| 3M | -17.2% | +11.3% | -28.5% | -15.9% |
| 6M | -10.4% | +24.0% | -34.4% | -8.3% |
| YTD | -16.5% | +65.3% | -81.9% | -10.5% |
| 1Y | -35.6% | +60.2% | -95.8% | -34.1% |
| All | -35.6% | +57.1% | -92.8% | -34.1% |
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 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