+1,579.2%
HWM vs OVV
+48.9%
+1,530.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +1.6% | -10.7% | +12.3% | +4.6% |
| 30D | -3.9% | -5.3% | +1.4% | -2.9% |
| 3M | -23.2% | +2.4% | -25.6% | -24.2% |
| 6M | -20.0% | +5.7% | -25.6% | -22.2% |
| YTD | +5.7% | +56.8% | -51.1% | -9.0% |
| 1Y | +4.9% | +59.3% | -54.4% | -10.4% |
| 3Y | +347.0% | +49.0% | +298.0% | +279.4% |
| 5Y | +563.0% | +88.1% | +474.9% | +395.5% |
| 10Y | +1,579.2% | +42.5% | +1,536.6% | +822.0% |
| All | +1,579.2% | +48.9% | +1,530.3% | +822.0% |
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