+1,204.1%
SU vs OVV
+162.8%
+1,041.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | +0.2% |
| 7D | +3.6% | +0.3% | +3.3% | +3.4% |
| 30D | +7.9% | +11.7% | -3.9% | +1.7% |
| 3M | +3.5% | +9.8% | -6.3% | -1.5% |
| 6M | +19.0% | +26.6% | -7.6% | +4.9% |
| YTD | +55.0% | +67.0% | -12.1% | +17.8% |
| 1Y | +71.2% | +55.9% | +15.3% | +33.8% |
| 3Y | +117.4% | +45.5% | +71.9% | +70.7% |
| 5Y | +335.2% | +157.3% | +177.8% | +138.7% |
| 10Y | +248.7% | +65.0% | +183.7% | +35.8% |
| All | +1,204.1% | +162.8% | +1,041.3% | +187.0% |
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