+68.5%
STRL vs OVV
+61.5%
+7.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.7% | +7.5% | +5.5% |
| 7D | +3.4% | +0.3% | +3.1% | +3.4% |
| 30D | -9.2% | +11.7% | -21.0% | -7.8% |
| 3M | -51.0% | +9.8% | -60.8% | -50.2% |
| 6M | +15.8% | +26.6% | -10.8% | +18.5% |
| YTD | +58.9% | +67.0% | -8.2% | +67.0% |
| 1Y | +68.5% | +55.9% | +12.6% | +77.2% |
| All | +68.5% | +61.5% | +7.0% | +77.2% |
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