+156.7%
OVV vs ARWR
+342.0%
-185.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.8% | +3.9% | -2.8% |
| 7D | -14.9% | -5.0% | -9.9% | -14.8% |
| 30D | -0.9% | -6.6% | +5.7% | -0.9% |
| 3M | +5.6% | -33.9% | +39.5% | +6.1% |
| 6M | -2.5% | -23.3% | +20.8% | -2.3% |
| YTD | +57.8% | -13.5% | +71.3% | +57.8% |
| 1Y | +70.1% | +42.5% | +27.5% | +68.8% |
| 3Y | +35.1% | +104.1% | -69.0% | +32.8% |
| 5Y | +86.1% | -28.8% | +114.9% | +84.5% |
| 10Y | +55.5% | +911.6% | -856.1% | +49.9% |
| All | +156.7% | +342.0% | -185.3% | +148.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling