+48.2%
OVV vs BWA
+84.4%
-36.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.3% | -2.2% |
| 7D | -16.7% | -5.5% | -11.2% | -13.9% |
| 30D | -1.5% | -21.7% | +20.2% | +13.5% |
| 3M | +1.6% | -25.6% | +27.2% | +19.3% |
| 6M | +2.0% | -17.4% | +19.5% | +9.4% |
| YTD | +56.8% | +9.2% | +47.6% | +32.5% |
| 1Y | +64.8% | +9.7% | +55.1% | +37.9% |
| 3Y | +38.3% | +54.6% | -16.4% | -14.6% |
| 5Y | +84.9% | +26.8% | +58.1% | +24.3% |
| All | +48.2% | +84.4% | -36.2% | -17.7% |
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