+64.7%
OVV vs ARWR
+25.1%
+39.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +3.0% |
| 7D | +1.2% | -19.9% | +21.2% | +1.0% |
| 30D | -2.5% | -18.7% | +16.2% | -2.7% |
| 3M | +0.5% | -44.7% | +45.2% | +0.4% |
| 6M | +8.5% | -36.5% | +45.0% | +8.3% |
| YTD | +64.5% | -25.7% | +90.1% | +63.5% |
| 1Y | +64.7% | +18.9% | +45.7% | +53.9% |
| All | +64.7% | +25.1% | +39.6% | +53.9% |
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