-1.9%
HD vs OVV
+58.4%
-60.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +3.6% | -10.7% | +14.3% | +1.0% |
| 30D | +21.6% | -5.3% | +26.8% | +20.0% |
| 3M | +0.1% | +2.4% | -2.3% | +0.9% |
| 6M | +13.0% | +5.7% | +7.3% | +15.6% |
| YTD | +4.9% | +56.8% | -51.8% | +3.2% |
| All | -1.9% | +58.4% | -60.3% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling