+1,516.8%
HWM vs OVV
+51.8%
+1,464.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.0% | -0.8% | +1.5% |
| 7D | +5.0% | +1.2% | +3.7% | +4.7% |
| 30D | +1.5% | -2.5% | +4.0% | +1.9% |
| 3M | -20.3% | +0.5% | -20.8% | -20.9% |
| 6M | -18.0% | +8.5% | -26.5% | -20.9% |
| YTD | +9.5% | +64.5% | -55.0% | -6.9% |
| 1Y | +7.5% | +64.7% | -57.2% | -9.0% |
| 3Y | +355.7% | +54.1% | +301.5% | +283.3% |
| 5Y | +610.2% | +95.4% | +514.8% | +425.7% |
| 10Y | +1,516.8% | +54.9% | +1,461.8% | +766.6% |
| All | +1,516.8% | +51.8% | +1,464.9% | +766.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling