+60.2%
OVV vs WING
-64.3%
+124.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -3.7% | -0.1% | -3.6% | -3.7% |
| 30D | +8.0% | -6.0% | +14.0% | +7.7% |
| 3M | +11.3% | -23.5% | +34.7% | +9.8% |
| 6M | +24.0% | -52.0% | +76.0% | +20.4% |
| YTD | +65.3% | -53.8% | +119.1% | +61.9% |
| 1Y | +60.2% | -63.8% | +124.0% | +44.2% |
| All | +60.2% | -64.3% | +124.5% | +44.2% |
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