-11.3%
SNPS vs OVV
+49.9%
-61.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.8% |
| 7D | -0.6% | -7.3% | +6.6% | +0.4% |
| 30D | -9.8% | -3.6% | -6.2% | -9.5% |
| 3M | +11.7% | -2.6% | +14.4% | +11.6% |
| 6M | -10.9% | +7.6% | -18.5% | -12.8% |
| YTD | -2.1% | +59.6% | -61.7% | -12.8% |
| 1Y | +14.8% | +62.2% | -47.4% | +1.6% |
| 3Y | -11.3% | +49.6% | -61.0% | -19.6% |
| All | -11.3% | +49.9% | -61.3% | -19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling