+88.9%
HBAN vs OVV
+164.5%
-75.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.2% | -1.6% |
| 7D | +0.8% | +6.5% | -5.8% | -1.1% |
| 30D | +3.2% | -2.7% | +5.9% | +3.7% |
| 3M | -11.1% | +3.1% | -14.2% | -12.3% |
| 6M | +1.2% | +12.8% | -11.6% | -3.6% |
| YTD | -6.7% | +68.1% | -74.8% | -21.9% |
| 1Y | +2.4% | +73.6% | -71.2% | -15.3% |
| 3Y | +73.3% | +57.6% | +15.7% | +43.7% |
| 5Y | +20.7% | +104.5% | -83.8% | -13.7% |
| 10Y | +104.1% | +58.4% | +45.7% | +9.7% |
| All | +88.9% | +164.5% | -75.6% | -15.3% |
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