+631.8%
TEAM vs OVV
+127.8%
+504.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.6% | -15.5% | -16.1% |
| 7D | -19.8% | -16.7% | -3.2% | -18.5% |
| 30D | -21.5% | -1.5% | -20.0% | -21.4% |
| 3M | +39.5% | +1.6% | +37.9% | +39.2% |
| 6M | +73.1% | +2.0% | +71.0% | +72.1% |
| YTD | -5.2% | +56.8% | -62.0% | -10.0% |
| 1Y | -1.6% | +64.8% | -66.4% | -7.0% |
| 3Y | -11.4% | +38.3% | -49.7% | -15.7% |
| 5Y | -65.1% | +84.9% | -150.0% | -67.6% |
| 10Y | +471.3% | +54.5% | +416.8% | +395.0% |
| All | +631.8% | +127.8% | +504.0% | +441.7% |
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