+171.6%
OVV vs GWW
+3,410.9%
-3,239.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.3% |
| 7D | +0.3% | +1.4% | -1.1% | -0.6% |
| 30D | +11.7% | +3.3% | +8.5% | +9.6% |
| 3M | +9.8% | +2.9% | +6.9% | +7.2% |
| 6M | +26.6% | +15.8% | +10.8% | +14.2% |
| YTD | +67.0% | +32.0% | +35.0% | +39.3% |
| 1Y | +55.9% | +29.9% | +26.0% | +30.5% |
| 3Y | +45.5% | +91.1% | -45.6% | -5.0% |
| 5Y | +157.3% | +223.9% | -66.6% | +19.1% |
| 10Y | +65.0% | +567.0% | -502.0% | -45.3% |
| All | +171.6% | +3,410.9% | -3,239.2% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 all: compounded portfolio wealth divided by compounded GWW 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…
all analysis · Full analysis span regression · 6 months rolling