+167.6%
SYK vs OVV
+57.3%
+110.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.9% |
| 7D | -12.3% | -2.9% | -9.4% | -12.0% |
| 30D | -22.4% | +0.9% | -23.3% | -22.5% |
| 3M | -12.3% | +11.0% | -23.4% | -13.6% |
| 6M | -24.3% | +22.3% | -46.6% | -26.6% |
| YTD | -22.8% | +65.1% | -87.8% | -28.1% |
| 1Y | -28.8% | +53.1% | -81.9% | -33.2% |
| 3Y | -4.0% | +46.7% | -50.7% | -11.1% |
| 5Y | +3.8% | +155.5% | -151.6% | -13.5% |
| All | +167.6% | +57.3% | +110.3% | +74.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling