+64.8%
OVV vs BWA
+10.1%
+54.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.3% | -0.6% |
| 7D | -16.7% | -5.5% | -11.2% | -16.8% |
| 30D | -1.5% | -21.7% | +20.2% | -2.2% |
| 3M | +1.6% | -25.6% | +27.2% | +0.7% |
| 6M | +2.0% | -17.4% | +19.5% | +2.2% |
| YTD | +56.8% | +9.2% | +47.6% | +49.9% |
| 1Y | +64.8% | +9.7% | +55.1% | +58.2% |
| All | +64.8% | +10.1% | +54.8% | +58.2% |
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