+972.8%
HON vs OVV
+146.7%
+826.1%
-61.7%
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% | +2.1% |
| 7D | +0.8% | -16.7% | +17.4% | +4.2% |
| 30D | +5.7% | -1.5% | +7.2% | +5.8% |
| 3M | -8.3% | +1.6% | -9.9% | -9.0% |
| 6M | -2.4% | +2.0% | -4.5% | -3.8% |
| YTD | +9.0% | +56.8% | -47.8% | -1.8% |
| 1Y | +9.2% | +64.8% | -55.6% | -2.8% |
| 3Y | +26.3% | +38.3% | -11.9% | +13.6% |
| 5Y | +9.1% | +84.9% | -75.7% | -12.4% |
| 10Y | +163.4% | +54.5% | +108.9% | +65.5% |
| All | +972.8% | +146.7% | +826.1% | +398.1% |
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 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