+98.9%
OVV vs ARWR
-39.6%
+138.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | -7.3% | -17.7% | +10.4% | -5.4% |
| 30D | -3.6% | -21.9% | +18.3% | -1.0% |
| 3M | -2.6% | -44.5% | +41.9% | +3.8% |
| 6M | +7.6% | -32.6% | +40.2% | +11.2% |
| YTD | +59.6% | -26.2% | +85.8% | +61.6% |
| 1Y | +62.2% | +23.0% | +39.3% | +51.5% |
| 3Y | +49.6% | +81.8% | -32.1% | +21.5% |
| 5Y | +98.9% | -36.0% | +135.0% | +90.0% |
| All | +98.9% | -39.6% | +138.6% | +90.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling