+282.1%
WBD vs OVV
-20.4%
+302.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | +0.5% | -5.0% | +5.5% | +1.7% |
| 30D | -1.6% | +1.8% | -3.4% | -2.2% |
| 3M | -0.9% | +25.0% | -25.9% | -6.6% |
| 6M | +19.6% | +50.8% | -31.2% | +7.4% |
| YTD | -5.9% | +48.4% | -54.3% | -15.1% |
| 1Y | +200.9% | +68.3% | +132.6% | +160.8% |
| 3Y | +101.4% | +79.9% | +21.6% | +71.3% |
| 5Y | -27.8% | +142.4% | -170.2% | -45.7% |
| 10Y | -4.1% | +130.8% | -134.9% | -46.9% |
| All | +282.1% | -20.4% | +302.5% | +156.5% |
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