+59.3%
OVV vs WY
-9.3%
+68.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.4% |
| 7D | -3.8% | -1.7% | -2.1% | -4.0% |
| 30D | +1.3% | -9.9% | +11.1% | 0.0% |
| 3M | +14.3% | -7.5% | +21.9% | +13.3% |
| 6M | +21.1% | -5.1% | +26.3% | +20.4% |
| YTD | +66.0% | -2.1% | +68.1% | +61.0% |
| 1Y | +59.3% | -7.3% | +66.6% | +57.7% |
| All | +59.3% | -9.3% | +68.6% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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