+153.3%
HBAN vs OVV
+57.3%
+96.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | -1.9% | -2.9% | +1.0% | -1.2% |
| 30D | -5.9% | +0.9% | -6.7% | -6.1% |
| 3M | +0.2% | +11.0% | -10.8% | -2.9% |
| 6M | +6.6% | +22.3% | -15.6% | -0.1% |
| YTD | -1.7% | +65.1% | -66.8% | -15.1% |
| 1Y | -1.7% | +53.1% | -54.8% | -13.8% |
| 3Y | +74.9% | +46.7% | +28.2% | +51.7% |
| 5Y | +36.0% | +155.5% | -119.5% | -3.4% |
| All | +153.3% | +57.3% | +96.0% | +36.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling