-7.2%
SYK vs OVV
+51.8%
-59.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.9% |
| 7D | -12.3% | -2.9% | -9.4% | -12.2% |
| 30D | -22.4% | +0.9% | -23.3% | -22.5% |
| 3M | -12.3% | +11.0% | -23.4% | -12.9% |
| 6M | -24.3% | +22.3% | -46.6% | -25.5% |
| YTD | -22.8% | +65.1% | -87.8% | -26.0% |
| 1Y | -28.8% | +53.1% | -81.9% | -31.3% |
| All | -7.2% | +51.8% | -59.0% | -11.8% |
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 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