+227.8%
STRL vs OVV
+35.0%
+192.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -2.9% | -11.0% | -13.1% |
| 7D | -34.6% | -14.9% | -19.7% | -31.6% |
| 30D | -56.7% | -0.9% | -55.7% | -56.5% |
| 3M | -54.4% | +5.6% | -60.0% | -55.4% |
| 6M | -69.7% | -2.5% | -67.2% | -69.7% |
| YTD | -20.2% | +57.8% | -78.0% | -34.4% |
| 1Y | -40.6% | +70.1% | -110.6% | -53.2% |
| All | +227.8% | +35.0% | +192.9% | +201.2% |
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 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