+266.3%
WMB vs OVV
+46.5%
+219.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.0% |
| 7D | -6.9% | -7.3% | +0.4% | -4.8% |
| 30D | -7.2% | -3.6% | -3.6% | -6.2% |
| 3M | -5.4% | -2.6% | -2.8% | -4.9% |
| 6M | -4.9% | +7.6% | -12.4% | -7.4% |
| YTD | +14.7% | +59.6% | -44.9% | -1.1% |
| 1Y | +14.7% | +62.2% | -47.5% | -1.7% |
| 3Y | +116.4% | +49.6% | +66.8% | +83.7% |
| 5Y | +198.5% | +98.9% | +99.6% | +121.3% |
| 10Y | +266.3% | +45.1% | +221.1% | +89.4% |
| All | +266.3% | +46.5% | +219.8% | +89.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling