+73.6%
OVV vs TW
+19.3%
+54.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +2.2% |
| 7D | +6.5% | +3.2% | +3.3% | +6.4% |
| 30D | -2.7% | +19.7% | -22.3% | -3.6% |
| 3M | +3.1% | +26.8% | -23.7% | +1.8% |
| 6M | +12.8% | +20.9% | -8.1% | +12.4% |
| YTD | +68.1% | +22.9% | +45.3% | +72.9% |
| 1Y | +73.6% | +20.4% | +53.3% | +76.9% |
| All | +73.6% | +19.3% | +54.3% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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