+90.7%
HBAN vs OVV
+158.7%
-68.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.0% | -2.8% | -0.6% |
| 7D | -1.1% | +1.2% | -2.3% | -1.5% |
| 30D | +3.1% | -2.5% | +5.7% | +3.5% |
| 3M | -9.8% | +0.5% | -10.2% | -10.4% |
| 6M | +1.4% | +8.5% | -7.1% | -2.3% |
| YTD | -5.8% | +64.5% | -70.2% | -20.6% |
| 1Y | +4.2% | +64.7% | -60.4% | -12.4% |
| 3Y | +74.9% | +54.1% | +20.8% | +46.1% |
| 5Y | +21.7% | +95.4% | -73.8% | -11.9% |
| 10Y | +106.1% | +54.9% | +51.1% | +11.5% |
| All | +90.7% | +158.7% | -68.0% | -13.9% |
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