+54.7%
OVV vs FWONK
+340.2%
-285.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.6% |
| 7D | -1.7% | +0.1% | -1.7% | -1.7% |
| 30D | +0.8% | -7.7% | +8.5% | +5.0% |
| 3M | +13.3% | +5.7% | +7.5% | +9.0% |
| 6M | +16.9% | +13.5% | +3.5% | +6.6% |
| YTD | +64.3% | -3.0% | +67.2% | +62.9% |
| 1Y | +54.2% | -6.4% | +60.6% | +55.6% |
| 3Y | +51.3% | +43.8% | +7.5% | +13.8% |
| 5Y | +154.3% | +98.6% | +55.7% | +51.4% |
| All | +54.7% | +340.2% | -285.5% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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