+4,776.2%
SHW vs OVV
+162.8%
+4,613.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.2% | +0.6% |
| 7D | -3.2% | +0.3% | -3.5% | -3.3% |
| 30D | -9.5% | +11.7% | -21.3% | -10.7% |
| 3M | +11.5% | +9.8% | +1.7% | +9.9% |
| 6M | -3.5% | +26.6% | -30.1% | -6.8% |
| YTD | +3.7% | +67.0% | -63.3% | -3.1% |
| 1Y | -7.9% | +55.9% | -63.8% | -13.5% |
| 3Y | +24.7% | +45.5% | -20.8% | +16.1% |
| 5Y | +13.6% | +157.3% | -143.8% | -4.6% |
| 10Y | +283.0% | +65.0% | +218.0% | +180.3% |
| All | +4,776.2% | +162.8% | +4,613.4% | +2,518.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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