+72.0%
OVV vs ARWR
+59.7%
+12.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.6% | -9.2% | -5.5% |
| 7D | -12.1% | +2.4% | -14.5% | -12.1% |
| 30D | +2.9% | -1.1% | +4.0% | +2.9% |
| 3M | +3.7% | -31.2% | +34.9% | +3.6% |
| 6M | +0.6% | -19.3% | +19.9% | +0.5% |
| YTD | +62.5% | -7.1% | +69.6% | +62.1% |
| 1Y | +72.0% | +62.9% | +9.1% | +61.0% |
| All | +72.0% | +59.7% | +12.3% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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