+102.6%
HBAN vs OVV
+162.8%
-60.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.6% | +0.3% |
| 7D | +0.7% | +0.3% | +0.4% | +0.5% |
| 30D | -3.2% | +11.7% | -15.0% | -6.5% |
| 3M | +4.0% | +9.8% | -5.8% | +0.4% |
| 6M | +3.1% | +26.6% | -23.4% | -5.3% |
| YTD | 0.0% | +67.0% | -67.0% | -15.7% |
| 1Y | -1.2% | +55.9% | -57.1% | -15.5% |
| 3Y | +72.5% | +45.5% | +27.0% | +46.7% |
| 5Y | +39.3% | +157.3% | -118.0% | -7.0% |
| 10Y | +157.3% | +65.0% | +92.3% | +35.6% |
| All | +102.6% | +162.8% | -60.2% | -8.6% |
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