+20.7%
XLK vs OVV
+75.2%
-54.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.6% | +5.6% | -0.6% |
| 7D | -7.6% | -12.1% | +4.5% | -8.8% |
| 30D | -12.2% | +2.9% | -15.0% | -11.6% |
| 3M | -5.5% | +3.7% | -9.1% | -4.7% |
| 6M | +9.2% | +0.6% | +8.6% | +10.0% |
| YTD | +23.0% | +62.5% | -39.4% | +26.9% |
| 1Y | +20.7% | +72.0% | -51.3% | +24.8% |
| All | +20.7% | +75.2% | -54.5% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling