+58.4%
OVV vs BWA
+64.0%
-5.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +8.0% | +4.3% | +3.8% | +7.1% |
| 30D | -2.0% | -13.0% | +11.0% | +0.7% |
| 3M | +5.4% | -24.8% | +30.2% | +11.6% |
| 6M | +14.3% | -23.5% | +37.8% | +19.9% |
| YTD | +69.4% | +13.8% | +55.6% | +51.1% |
| 1Y | +72.4% | +13.4% | +58.9% | +53.7% |
| 3Y | +58.4% | +62.8% | -4.4% | +8.8% |
| All | +58.4% | +64.0% | -5.6% | +8.8% |
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