+9.9%
HWM vs OVV
+75.5%
-65.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -0.9% |
| 7D | +7.3% | +8.0% | -0.8% | +9.0% |
| 30D | +1.6% | -2.0% | +3.6% | +0.9% |
| 3M | -21.9% | +5.4% | -27.3% | -21.1% |
| 6M | -19.0% | +14.3% | -33.3% | -16.1% |
| YTD | +7.9% | +69.4% | -61.5% | +11.7% |
| 1Y | +9.9% | +72.4% | -62.4% | +14.2% |
| All | +9.9% | +75.5% | -65.6% | +14.2% |
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