+2,071.1%
HCA vs OVV
-38.5%
+2,109.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | +0.8% | +8.0% | -7.2% | -0.4% |
| 30D | +6.1% | -2.0% | +8.1% | +6.2% |
| 3M | +21.4% | +5.4% | +16.0% | +19.9% |
| 6M | +17.2% | +14.3% | +2.9% | +13.7% |
| YTD | +7.5% | +69.4% | -62.0% | -2.8% |
| 1Y | +6.2% | +72.4% | -66.2% | -4.4% |
| 3Y | +122.0% | +58.4% | +63.6% | +97.5% |
| 5Y | +112.2% | +106.1% | +6.1% | +73.2% |
| 10Y | +675.7% | +59.6% | +616.1% | +401.6% |
| All | +2,071.1% | -38.5% | +2,109.6% | +1,839.6% |
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