+63.2%
DHI vs OVV
+148.5%
-85.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.8% |
| 7D | -3.4% | -1.7% | -1.8% | -3.2% |
| 30D | -5.4% | +0.8% | -6.2% | -5.6% |
| 3M | -10.4% | +13.3% | -23.7% | -11.9% |
| 6M | -2.8% | +16.9% | -19.7% | -5.2% |
| YTD | -3.4% | +64.3% | -67.7% | -10.3% |
| 1Y | -22.9% | +54.2% | -77.1% | -27.9% |
| 3Y | +20.7% | +51.3% | -30.7% | +11.1% |
| All | +63.2% | +148.5% | -85.3% | +35.1% |
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