+102.7%
HPE vs OVV
+58.4%
+44.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | -7.1% | -10.7% | +3.6% | -5.5% |
| 30D | -35.3% | -5.3% | -30.0% | -34.5% |
| 3M | -10.4% | +2.4% | -12.8% | -10.9% |
| 6M | +52.5% | +5.7% | +46.8% | +49.9% |
| YTD | +100.3% | +56.8% | +43.5% | +78.2% |
| All | +102.7% | +58.4% | +44.3% | +81.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling