+1,028.7%
HD vs OVV
+162.8%
+865.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.7% | +1.2% |
| 7D | -2.1% | +0.3% | -2.3% | -2.1% |
| 30D | -8.4% | +11.7% | -20.1% | -9.9% |
| 3M | +4.3% | +9.8% | -5.5% | +2.6% |
| 6M | -11.1% | +26.6% | -37.7% | -14.7% |
| YTD | -4.7% | +67.0% | -71.7% | -12.1% |
| 1Y | -19.8% | +55.9% | -75.7% | -25.6% |
| 3Y | +4.1% | +45.5% | -41.4% | -4.2% |
| 5Y | +10.3% | +157.3% | -147.0% | -9.7% |
| 10Y | +203.2% | +65.0% | +138.2% | +111.4% |
| All | +1,028.7% | +162.8% | +865.9% | +402.9% |
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