+31.7%
OVV vs WING
+685.5%
-653.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.2% | +6.0% | +2.4% |
| 7D | -7.3% | +5.0% | -12.2% | -8.1% |
| 30D | -3.6% | +38.7% | -42.3% | -8.8% |
| 3M | -2.6% | +44.7% | -47.4% | -9.2% |
| 6M | +7.6% | +31.5% | -23.9% | +0.8% |
| YTD | +59.6% | -28.4% | +88.0% | +63.4% |
| 1Y | +62.2% | -28.2% | +90.4% | +65.3% |
| 3Y | +49.6% | -18.4% | +68.0% | +37.4% |
| 5Y | +98.9% | +5.2% | +93.7% | +64.2% |
| 10Y | +45.1% | +699.8% | -654.7% | -41.8% |
| All | +31.7% | +685.5% | -653.8% | -48.3% |
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