+940.0%
WMB vs OVV
+162.8%
+777.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.9% |
| 7D | +0.6% | +0.3% | +0.3% | +0.4% |
| 30D | +3.3% | +11.7% | -8.5% | -1.8% |
| 3M | +3.1% | +9.8% | -6.7% | -1.7% |
| 6M | -0.7% | +26.6% | -27.3% | -11.7% |
| YTD | +25.2% | +67.0% | -41.9% | -2.0% |
| 1Y | +32.9% | +55.9% | -23.1% | +6.2% |
| 3Y | +140.6% | +45.5% | +95.1% | +87.4% |
| 5Y | +273.5% | +157.3% | +116.1% | +100.7% |
| 10Y | +334.2% | +65.0% | +269.2% | +56.9% |
| All | +940.0% | +162.8% | +777.2% | -22.3% |
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