+5.4%
HON vs OVV
+160.2%
-154.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.1% |
| 7D | -3.6% | +0.3% | -3.9% | -3.6% |
| 30D | -15.3% | +11.7% | -27.0% | -16.4% |
| 3M | -7.9% | +9.8% | -17.7% | -9.1% |
| 6M | -18.1% | +26.6% | -44.6% | -21.1% |
| YTD | +3.8% | +67.0% | -63.2% | -3.9% |
| 1Y | +0.5% | +55.9% | -55.4% | -6.4% |
| 3Y | +19.8% | +45.5% | -25.7% | +10.3% |
| All | +5.4% | +160.2% | -154.8% | -12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling