+38.3%
OVV vs WY
-25.3%
+63.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | +0.1% |
| 7D | -16.7% | +3.1% | -19.8% | -17.5% |
| 30D | -1.5% | +13.0% | -14.5% | -4.9% |
| 3M | +1.6% | -16.8% | +18.4% | +6.6% |
| 6M | +2.0% | -11.2% | +13.2% | +4.3% |
| YTD | +56.8% | -9.1% | +65.9% | +56.2% |
| 1Y | +64.8% | -4.8% | +69.6% | +60.5% |
| 3Y | +38.3% | -25.3% | +63.5% | +45.1% |
| All | +38.3% | -25.3% | +63.6% | +45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling