+2,346.4%
XLK vs OVV
+162.8%
+2,183.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.0% |
| 7D | +0.9% | +0.3% | +0.6% | +0.8% |
| 30D | +0.7% | +11.7% | -11.0% | -1.3% |
| 3M | -2.9% | +9.8% | -12.7% | -4.8% |
| 6M | +34.3% | +26.6% | +7.7% | +27.9% |
| YTD | +30.4% | +67.0% | -36.6% | +18.0% |
| 1Y | +43.4% | +55.9% | -12.6% | +30.9% |
| 3Y | +116.8% | +45.5% | +71.3% | +96.8% |
| 5Y | +144.0% | +157.3% | -13.3% | +92.9% |
| 10Y | +778.8% | +65.0% | +713.8% | +487.8% |
| All | +2,346.4% | +162.8% | +2,183.6% | +999.5% |
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