+171.6%
OVV vs WWD
+3,841.8%
-3,670.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.2% |
| 7D | +0.3% | +1.3% | -1.0% | -0.4% |
| 30D | +11.7% | -7.2% | +18.9% | +15.2% |
| 3M | +9.8% | -3.8% | +13.6% | +9.6% |
| 6M | +26.6% | -9.9% | +36.5% | +27.5% |
| YTD | +67.0% | +14.8% | +52.2% | +48.9% |
| 1Y | +55.9% | +42.1% | +13.9% | +23.9% |
| 3Y | +45.5% | +170.8% | -125.3% | -17.4% |
| 5Y | +157.3% | +197.5% | -40.2% | +37.2% |
| 10Y | +65.0% | +477.8% | -412.8% | -25.3% |
| All | +171.6% | +3,841.8% | -3,670.2% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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