+180.3%
WMB vs OVV
+84.0%
+96.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.1% |
| 7D | -13.8% | -16.7% | +2.8% | -9.1% |
| 30D | -10.3% | -1.5% | -8.8% | -9.9% |
| 3M | -10.1% | +1.6% | -11.6% | -10.6% |
| 6M | -11.8% | +2.0% | -13.9% | -12.8% |
| YTD | +8.9% | +56.8% | -47.9% | -5.8% |
| 1Y | +14.0% | +64.8% | -50.9% | -3.1% |
| 3Y | +100.5% | +38.3% | +62.3% | +73.8% |
| All | +180.3% | +84.0% | +96.3% | +115.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling