+28.4%
SNPS vs OVV
+85.2%
-56.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.9% | -2.0% | -4.4% |
| 7D | -10.2% | -14.9% | +4.7% | -7.9% |
| 30D | -12.8% | -0.9% | -11.9% | -12.9% |
| 3M | +9.9% | +5.6% | +4.3% | +8.4% |
| 6M | -12.4% | -2.5% | -9.9% | -12.7% |
| YTD | -6.3% | +57.8% | -64.1% | -15.2% |
| 1Y | +7.6% | +70.1% | -62.4% | -4.2% |
| 3Y | -9.8% | +35.1% | -44.9% | -18.4% |
| All | +28.4% | +85.2% | -56.8% | +5.7% |
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