+70.1%
SU vs OVV
+61.5%
+8.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.4% |
| 7D | +2.9% | +0.3% | +2.6% | +2.8% |
| 30D | +7.2% | +11.7% | -4.6% | +1.2% |
| 3M | +2.8% | +9.8% | -7.0% | -2.2% |
| 6M | +18.2% | +26.6% | -8.4% | +6.8% |
| YTD | +54.0% | +67.0% | -13.1% | +25.6% |
| 1Y | +70.1% | +55.9% | +14.2% | +42.2% |
| All | +70.1% | +61.5% | +8.6% | +42.2% |
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