+167.5%
OVV vs WY
+104.8%
+62.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | +1.2% | -5.1% | +6.3% | +4.2% |
| 30D | -2.5% | +9.0% | -11.6% | -8.2% |
| 3M | +0.5% | -16.7% | +17.2% | +10.2% |
| 6M | +8.5% | -10.3% | +18.7% | +12.2% |
| YTD | +64.5% | -10.5% | +75.0% | +67.5% |
| 1Y | +64.7% | -5.9% | +70.6% | +62.4% |
| 3Y | +54.1% | -24.7% | +78.9% | +69.7% |
| 5Y | +95.4% | -31.5% | +126.9% | +127.0% |
| 10Y | +54.9% | +4.7% | +50.2% | +53.3% |
| All | +167.5% | +104.8% | +62.6% | +69.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling