+23.2%
DHI vs OVV
+58.8%
-35.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -4.1% | +8.0% | -12.1% | -4.3% |
| 30D | +9.3% | -2.0% | +11.3% | +9.2% |
| 3M | -2.6% | +5.4% | -8.0% | -3.0% |
| 6M | +4.1% | +14.3% | -10.2% | +2.7% |
| YTD | +2.3% | +69.4% | -67.1% | -5.7% |
| 1Y | +2.7% | +72.4% | -69.6% | -5.5% |
| 3Y | +23.2% | +58.4% | -35.2% | +11.5% |
| All | +23.2% | +58.8% | -35.6% | +11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling