+1,352.0%
HWM vs OVV
+57.8%
+1,294.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.9% | -3.1% | -5.2% |
| 7D | -2.4% | -14.9% | +12.4% | +1.5% |
| 30D | -13.3% | -0.9% | -12.3% | -13.4% |
| 3M | -31.0% | +5.6% | -36.6% | -32.5% |
| 6M | -17.1% | -2.5% | -14.7% | -17.9% |
| YTD | -1.9% | +57.8% | -59.7% | -15.6% |
| 1Y | -2.4% | +70.1% | -72.5% | -18.1% |
| 3Y | +322.2% | +35.1% | +287.0% | +268.0% |
| 5Y | +509.8% | +86.1% | +423.8% | +357.6% |
| 10Y | +1,453.8% | +55.5% | +1,398.3% | +737.7% |
| All | +1,352.0% | +57.8% | +1,294.2% | +681.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling