+347.0%
HWM vs OVV
+46.2%
+300.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +1.6% | -10.7% | +12.3% | +3.6% |
| 30D | -3.9% | -5.3% | +1.4% | -3.4% |
| 3M | -23.2% | +2.4% | -25.6% | -24.1% |
| 6M | -20.0% | +5.7% | -25.6% | -21.9% |
| YTD | +5.7% | +56.8% | -51.1% | -9.8% |
| 1Y | +4.9% | +59.3% | -54.4% | -11.4% |
| 3Y | +347.0% | +49.0% | +298.0% | +285.9% |
| All | +347.0% | +46.2% | +300.8% | +285.9% |
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