+44.7%
HWM vs OVV
+61.5%
-16.8%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.3% | -0.7% |
| 7D | -2.1% | +0.3% | -2.4% | -2.0% |
| 30D | -11.0% | +11.7% | -22.7% | -9.4% |
| 3M | +4.0% | +9.8% | -5.8% | +5.9% |
| 6M | -0.2% | +26.6% | -26.8% | +0.7% |
| YTD | +26.7% | +67.0% | -40.4% | +23.9% |
| 1Y | +44.7% | +55.9% | -11.2% | +41.6% |
| All | +44.7% | +61.5% | -16.8% | +41.6% |
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