+132.4%
HOOD vs OVV
+161.1%
-28.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.9% | +3.4% |
| 7D | -4.8% | -16.7% | +11.9% | +0.5% |
| 30D | -26.1% | -1.5% | -24.6% | -26.1% |
| 3M | -10.8% | +1.6% | -12.4% | -12.1% |
| 6M | +2.4% | +2.0% | +0.3% | -0.2% |
| YTD | -28.5% | +56.8% | -85.3% | -41.4% |
| 1Y | -36.3% | +64.8% | -101.2% | -48.8% |
| 3Y | +743.7% | +38.3% | +705.4% | +602.4% |
| 5Y | +118.6% | +84.9% | +33.7% | +68.1% |
| All | +132.4% | +161.1% | -28.8% | +126.1% |
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