+72.0%
OVV vs WING
-23.2%
+95.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.7% | -9.4% | -5.3% |
| 7D | -12.1% | +21.0% | -33.1% | -10.9% |
| 30D | +2.9% | +56.9% | -54.0% | +6.2% |
| 3M | +3.7% | +38.4% | -34.7% | +6.5% |
| 6M | +0.6% | +12.0% | -11.4% | +1.9% |
| YTD | +62.5% | -29.2% | +91.7% | +65.3% |
| 1Y | +72.0% | -28.8% | +100.8% | +77.1% |
| All | +72.0% | -23.2% | +95.2% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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