+37.8%
XLK vs OVV
+57.8%
-20.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.4% |
| 7D | -0.4% | -2.9% | +2.5% | -0.6% |
| 30D | -0.5% | +0.9% | -1.3% | -0.4% |
| 3M | +5.0% | +11.0% | -6.1% | +5.9% |
| 6M | +32.9% | +22.3% | +10.6% | +33.1% |
| YTD | +29.0% | +65.1% | -36.1% | +28.6% |
| 1Y | +37.8% | +53.1% | -15.3% | +36.7% |
| All | +37.8% | +57.8% | -20.0% | +36.7% |
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 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