+54.9%
OVV vs GWRE
-45.0%
+99.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.5% |
| 7D | -2.9% | -30.9% | +28.0% | -2.0% |
| 30D | +0.9% | -20.7% | +21.6% | +1.5% |
| 3M | +11.0% | +20.2% | -9.1% | +10.3% |
| 6M | +22.3% | -11.9% | +34.1% | +22.7% |
| YTD | +65.1% | -30.3% | +95.4% | +54.8% |
| All | +54.9% | -45.0% | +99.9% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 GWRE 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