+795.5%
HLT vs OVV
-4.4%
+799.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | +0.7% | +8.0% | -7.3% | -0.4% |
| 30D | +13.7% | -2.0% | +15.8% | +13.9% |
| 3M | +16.3% | +5.4% | +10.9% | +15.1% |
| 6M | +19.9% | +14.3% | +5.6% | +16.7% |
| YTD | +30.1% | +69.4% | -39.4% | +18.4% |
| 1Y | +38.5% | +72.4% | -33.9% | +25.6% |
| 3Y | +131.0% | +58.4% | +72.7% | +108.7% |
| 5Y | +163.7% | +106.1% | +57.6% | +122.3% |
| 10Y | +697.4% | +59.6% | +637.8% | +469.1% |
| All | +795.5% | -4.4% | +799.9% | +530.9% |
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