+171.6%
OVV vs WAT
+1,427.0%
-1,255.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.4% |
| 7D | +0.3% | -1.3% | +1.5% | +0.7% |
| 30D | +11.7% | +2.3% | +9.4% | +10.6% |
| 3M | +9.8% | +8.7% | +1.1% | +5.7% |
| 6M | +26.6% | +28.3% | -1.8% | +12.4% |
| YTD | +67.0% | +7.8% | +59.2% | +57.5% |
| 1Y | +55.9% | +36.6% | +19.3% | +32.8% |
| 3Y | +45.5% | +45.7% | -0.2% | +15.6% |
| 5Y | +157.3% | -3.3% | +160.7% | +137.3% |
| 10Y | +65.0% | +162.1% | -97.1% | +4.2% |
| All | +171.6% | +1,427.0% | -1,255.3% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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