+7.5%
HWM vs OVV
+65.7%
-58.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.0% | -0.8% | +2.8% |
| 7D | +5.0% | +1.2% | +3.7% | +5.2% |
| 30D | +1.5% | -2.5% | +4.0% | +0.8% |
| 3M | -20.3% | +0.5% | -20.8% | -20.4% |
| 6M | -18.0% | +8.5% | -26.5% | -16.1% |
| YTD | +9.5% | +64.5% | -55.0% | +11.8% |
| 1Y | +7.5% | +64.7% | -57.2% | +9.4% |
| All | +7.5% | +65.7% | -58.2% | +9.4% |
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