+807.7%
WMB vs OVV
+148.3%
+659.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.9% | -2.5% | -4.1% |
| 7D | -14.2% | -14.9% | +0.7% | -7.9% |
| 30D | -11.2% | -0.9% | -10.3% | -10.9% |
| 3M | -9.9% | +5.6% | -15.5% | -12.4% |
| 6M | -14.4% | -2.5% | -11.9% | -14.4% |
| YTD | +9.2% | +57.8% | -48.6% | -12.6% |
| 1Y | +15.1% | +70.1% | -55.0% | -11.2% |
| 3Y | +99.2% | +35.1% | +64.1% | +60.4% |
| 5Y | +180.2% | +86.1% | +94.2% | +75.1% |
| 10Y | +273.7% | +55.5% | +218.2% | +40.6% |
| All | +807.7% | +148.3% | +659.4% | -30.7% |
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 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