+106.0%
OVV vs BWA
+27.4%
+78.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +8.0% | +4.3% | +3.8% | +6.4% |
| 30D | -2.0% | -13.0% | +11.0% | +2.5% |
| 3M | +5.4% | -24.8% | +30.2% | +15.5% |
| 6M | +14.3% | -23.5% | +37.8% | +23.1% |
| YTD | +69.4% | +13.8% | +55.6% | +48.6% |
| 1Y | +72.4% | +13.4% | +58.9% | +50.9% |
| 3Y | +58.4% | +62.8% | -4.4% | +10.2% |
| All | +106.0% | +27.4% | +78.6% | +60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling