+401.3%
GH vs OVV
+19.4%
+381.8%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +2.0% | +0.5% |
| 7D | -0.1% | +0.3% | -0.3% | -0.1% |
| 30D | -1.1% | +11.7% | -12.8% | -3.1% |
| 3M | +21.3% | +9.8% | +11.5% | +18.9% |
| 6M | +73.5% | +26.6% | +47.0% | +64.8% |
| YTD | +58.0% | +67.0% | -9.0% | +42.1% |
| 1Y | +163.1% | +55.9% | +107.1% | +138.6% |
| 3Y | +361.0% | +45.5% | +315.5% | +316.2% |
| 5Y | +22.5% | +157.3% | -134.8% | +0.6% |
| All | +401.3% | +19.4% | +381.8% | +363.6% |
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