+37.8%
OVV vs WING
+405.9%
-368.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.6% |
| 7D | +0.3% | -3.9% | +4.1% | +0.9% |
| 30D | +11.7% | -11.6% | +23.3% | +13.5% |
| 3M | +9.8% | -24.2% | +34.0% | +13.6% |
| 6M | +26.6% | -54.1% | +80.6% | +41.4% |
| YTD | +67.0% | -53.9% | +120.9% | +84.8% |
| 1Y | +55.9% | -64.4% | +120.3% | +79.6% |
| 3Y | +45.5% | -30.2% | +75.7% | +34.2% |
| 5Y | +157.3% | -34.1% | +191.5% | +130.1% |
| 10Y | +65.0% | +342.1% | -277.1% | -25.0% |
| All | +37.8% | +405.9% | -368.0% | -41.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling