+582.7%
HL vs OVV
+146.7%
+436.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.3% |
| 7D | +8.9% | -16.7% | +25.6% | +16.7% |
| 30D | -10.1% | -1.5% | -8.6% | -10.3% |
| 3M | -7.0% | +1.6% | -8.6% | -8.7% |
| 6M | -18.8% | +2.0% | -20.8% | -21.5% |
| YTD | -23.1% | +56.8% | -80.0% | -38.8% |
| 1Y | +8.9% | +64.8% | -56.0% | -15.4% |
| 3Y | +255.0% | +38.3% | +216.7% | +183.9% |
| 5Y | +151.5% | +84.9% | +66.6% | +65.6% |
| 10Y | +138.4% | +54.5% | +83.9% | -2.6% |
| All | +582.7% | +146.7% | +436.0% | +80.3% |
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