+3.3%
HWM vs OVV
+58.4%
-55.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +1.6% | -10.7% | +12.3% | -0.9% |
| 30D | -3.9% | -5.3% | +1.4% | -5.1% |
| 3M | -23.2% | +2.4% | -25.6% | -22.7% |
| 6M | -20.0% | +5.7% | -25.6% | -18.4% |
| YTD | +5.7% | +56.8% | -51.1% | +7.0% |
| All | +3.3% | +58.4% | -55.1% | +4.1% |
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