+1,534.1%
DHI vs OVV
+166.6%
+1,367.6%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -4.1% | +8.0% | -12.1% | -5.6% |
| 30D | +9.3% | -2.0% | +11.3% | +9.3% |
| 3M | -2.6% | +5.4% | -8.0% | -4.1% |
| 6M | +4.1% | +14.3% | -10.2% | -0.1% |
| YTD | +2.3% | +69.4% | -67.1% | -10.2% |
| 1Y | +2.7% | +72.4% | -69.6% | -10.3% |
| 3Y | +23.2% | +58.4% | -35.2% | +6.4% |
| 5Y | +57.3% | +106.1% | -48.8% | +20.8% |
| 10Y | +497.8% | +59.6% | +438.2% | +260.5% |
| All | +1,534.1% | +166.6% | +1,367.6% | +556.3% |
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