+495.9%
HPE vs OVV
+54.2%
+441.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.0% | +8.8% | +8.0% |
| 7D | +10.1% | -3.7% | +13.9% | +11.0% |
| 30D | +5.3% | +8.0% | -2.7% | +3.4% |
| 3M | +12.7% | +11.3% | +1.4% | +9.5% |
| 6M | +167.7% | +24.0% | +143.7% | +153.6% |
| YTD | +135.5% | +65.3% | +70.1% | +109.3% |
| 1Y | +143.4% | +60.2% | +83.2% | +117.1% |
| 3Y | +249.2% | +46.9% | +202.2% | +212.1% |
| 5Y | +343.8% | +158.7% | +185.1% | +240.0% |
| 10Y | +495.9% | +50.8% | +445.0% | +277.5% |
| All | +495.9% | +54.2% | +441.7% | +277.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling