-11.6%
HL vs OVV
+75.5%
-87.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.6% | -1.7% |
| 7D | -11.1% | +8.0% | -19.2% | -10.0% |
| 30D | -12.1% | -2.0% | -10.0% | -12.1% |
| 3M | -26.1% | +5.4% | -31.5% | -25.5% |
| 6M | -37.7% | +14.3% | -52.0% | -36.6% |
| YTD | -31.7% | +69.4% | -101.1% | -33.4% |
| 1Y | -11.6% | +72.4% | -84.0% | -14.1% |
| All | -11.6% | +75.5% | -87.1% | -14.1% |
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