+54.8%
OVV vs BWA
+94.6%
-39.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.8% | +2.6% |
| 7D | +6.5% | +7.3% | -0.7% | +1.9% |
| 30D | -2.7% | -15.8% | +13.2% | +7.3% |
| 3M | +3.1% | -25.7% | +28.9% | +21.3% |
| 6M | +12.8% | -19.6% | +32.4% | +23.3% |
| YTD | +68.1% | +14.1% | +54.1% | +38.1% |
| 1Y | +73.6% | +12.2% | +61.5% | +43.4% |
| 3Y | +57.6% | +63.8% | -6.2% | -6.6% |
| 5Y | +104.5% | +28.7% | +75.8% | +36.9% |
| All | +54.8% | +94.6% | -39.8% | -17.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling