+2,819.4%
DHR vs OVV
+160.1%
+2,659.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | -0.8% | -3.7% | +2.9% | -0.3% |
| 30D | +0.2% | +8.0% | -7.8% | -0.8% |
| 3M | +12.1% | +11.3% | +0.8% | +10.2% |
| 6M | +5.4% | +24.0% | -18.6% | +1.8% |
| YTD | -10.0% | +65.3% | -75.3% | -16.4% |
| 1Y | +4.1% | +60.2% | -56.1% | -3.2% |
| 3Y | -5.2% | +46.9% | -52.1% | -12.1% |
| 5Y | -28.2% | +158.7% | -186.9% | -39.9% |
| 10Y | +208.4% | +50.8% | +157.6% | +132.0% |
| All | +2,819.4% | +160.1% | +2,659.3% | +1,460.4% |
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