+1,316.1%
TNA vs OVV
-12.0%
+1,328.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.5% | +1.8% |
| 7D | -0.1% | +0.3% | -0.3% | -0.4% |
| 30D | -4.9% | +11.7% | -16.6% | -12.2% |
| 3M | +0.4% | +9.8% | -9.4% | -7.7% |
| 6M | +32.5% | +26.6% | +6.0% | +7.5% |
| YTD | +53.7% | +67.0% | -13.3% | +2.8% |
| 1Y | +65.1% | +55.9% | +9.2% | +14.1% |
| 3Y | +98.4% | +45.5% | +52.9% | +45.5% |
| 5Y | -22.5% | +157.3% | -179.8% | -62.7% |
| 10Y | +82.5% | +65.0% | +17.5% | -34.0% |
| All | +1,316.1% | -12.0% | +1,328.0% | +698.0% |
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