+315.7%
HWM vs OVV
+35.0%
+280.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.9% | -3.1% | -5.4% |
| 7D | -2.4% | -14.9% | +12.4% | +0.1% |
| 30D | -13.3% | -0.9% | -12.3% | -13.5% |
| 3M | -31.0% | +5.6% | -36.6% | -32.2% |
| 6M | -17.1% | -2.5% | -14.7% | -17.6% |
| YTD | -1.9% | +57.8% | -59.7% | -16.3% |
| 1Y | -2.4% | +70.1% | -72.5% | -19.3% |
| All | +315.7% | +35.0% | +280.7% | +263.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling