+577.9%
HWM vs OVV
+107.0%
+470.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | +7.3% | +8.0% | -0.8% | +5.5% |
| 30D | +1.6% | -2.0% | +3.6% | +1.7% |
| 3M | -21.9% | +5.4% | -27.3% | -23.2% |
| 6M | -19.0% | +14.3% | -33.3% | -22.4% |
| YTD | +7.9% | +69.4% | -61.5% | -8.0% |
| 1Y | +9.9% | +72.4% | -62.4% | -7.1% |
| 3Y | +342.1% | +58.4% | +283.8% | +272.0% |
| All | +577.9% | +107.0% | +470.9% | +392.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling