+38.3%
OVV vs BWA
+51.7%
-13.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.3% | -1.2% |
| 7D | -16.7% | -5.5% | -11.2% | -15.7% |
| 30D | -1.5% | -21.7% | +20.2% | +3.6% |
| 3M | +1.6% | -25.6% | +27.2% | +7.8% |
| 6M | +2.0% | -17.4% | +19.5% | +4.5% |
| YTD | +56.8% | +9.2% | +47.6% | +41.1% |
| 1Y | +64.8% | +9.7% | +55.1% | +47.6% |
| 3Y | +38.3% | +54.6% | -16.4% | -4.3% |
| All | +38.3% | +51.7% | -13.5% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling