+3,250.5%
DHR vs OVV
+146.6%
+3,103.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +3.1% | -10.7% | +13.9% | +4.6% |
| 30D | +7.0% | -5.3% | +12.3% | +7.6% |
| 3M | +15.0% | +2.4% | +12.6% | +14.4% |
| 6M | +37.9% | +5.7% | +32.2% | +36.1% |
| YTD | +3.3% | +56.8% | -53.4% | -3.6% |
| 1Y | +12.8% | +59.3% | -46.5% | +4.9% |
| 3Y | +22.4% | +49.0% | -26.6% | +13.2% |
| 5Y | -9.1% | +88.1% | -97.2% | -20.7% |
| 10Y | +247.9% | +42.5% | +205.4% | +164.4% |
| All | +3,250.5% | +146.6% | +3,103.8% | +1,699.5% |
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 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