+72.0%
OVV vs BWA
+17.4%
+54.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.5% | -3.1% | -5.7% |
| 7D | -12.1% | -9.9% | -2.2% | -12.4% |
| 30D | +2.9% | -16.4% | +19.2% | +2.2% |
| 3M | +3.7% | -19.8% | +23.5% | +3.0% |
| 6M | +0.6% | -10.0% | +10.6% | +1.0% |
| YTD | +62.5% | +12.7% | +49.7% | +56.0% |
| 1Y | +72.0% | +15.7% | +56.4% | +65.5% |
| All | +72.0% | +17.4% | +54.7% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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