+42.5%
OVV vs BWA
+101.5%
-58.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.4% | -5.4% | -3.2% |
| 7D | -10.7% | -0.6% | -10.1% | -10.6% |
| 30D | -5.3% | -16.1% | +10.8% | +4.6% |
| 3M | +2.4% | -24.6% | +27.0% | +19.4% |
| 6M | +5.7% | -15.7% | +21.3% | +12.1% |
| YTD | +56.8% | +15.1% | +41.7% | +28.1% |
| 1Y | +59.3% | +15.9% | +43.4% | +28.7% |
| 3Y | +49.0% | +67.1% | -18.1% | -12.8% |
| 5Y | +88.1% | +34.7% | +53.4% | +21.3% |
| 10Y | +42.5% | +99.5% | -57.0% | -24.4% |
| All | +42.5% | +101.5% | -58.9% | -24.4% |
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