+32,332.7%
STRL vs OVV
+162.8%
+32,169.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.7% | +7.5% | +6.2% |
| 7D | +3.4% | +0.3% | +3.1% | +3.3% |
| 30D | -9.2% | +11.7% | -21.0% | -12.1% |
| 3M | -51.0% | +9.8% | -60.8% | -52.5% |
| 6M | +15.8% | +26.6% | -10.8% | +7.1% |
| YTD | +58.9% | +67.0% | -8.2% | +35.8% |
| 1Y | +68.5% | +55.9% | +12.6% | +45.6% |
| 3Y | +485.2% | +45.5% | +439.7% | +406.5% |
| 5Y | +2,005.1% | +157.3% | +1,847.8% | +1,368.7% |
| 10Y | +7,118.0% | +65.0% | +7,053.0% | +4,007.1% |
| All | +32,332.7% | +162.8% | +32,169.9% | +17,513.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling