+157.6%
HPQ vs OVV
+46.5%
+111.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.3% |
| 7D | +0.5% | -7.3% | +7.8% | +1.9% |
| 30D | -5.9% | -3.6% | -2.3% | -5.5% |
| 3M | -3.7% | -2.6% | -1.1% | -3.6% |
| 6M | +28.1% | +7.6% | +20.5% | +25.3% |
| YTD | +32.5% | +59.6% | -27.1% | +19.5% |
| 1Y | +18.1% | +62.2% | -44.1% | +6.0% |
| 3Y | +16.4% | +49.6% | -33.2% | +4.5% |
| 5Y | +8.9% | +98.9% | -90.1% | -10.2% |
| 10Y | +157.6% | +45.1% | +112.5% | +71.6% |
| All | +157.6% | +46.5% | +111.1% | +71.6% |
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