+56.0%
OVV vs ARWR
+1,024.2%
-968.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | +0.6% |
| 7D | +8.0% | -17.8% | +25.9% | +10.5% |
| 30D | -2.0% | -18.1% | +16.1% | +0.2% |
| 3M | +5.4% | -44.2% | +49.6% | +12.7% |
| 6M | +14.3% | -38.6% | +52.9% | +19.9% |
| YTD | +69.4% | -28.0% | +97.5% | +72.6% |
| 1Y | +72.4% | +16.1% | +56.2% | +63.3% |
| 3Y | +58.4% | +84.0% | -25.6% | +32.4% |
| 5Y | +106.1% | -35.4% | +141.5% | +89.8% |
| All | +56.0% | +1,024.2% | -968.3% | +29.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling