+226.1%
HPQ vs OVV
+55.1%
+171.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.8% |
| 7D | +2.2% | -3.8% | +6.0% | +3.0% |
| 30D | +9.7% | +1.3% | +8.5% | +9.4% |
| 3M | +32.7% | +14.3% | +18.4% | +28.9% |
| 6M | +77.7% | +21.1% | +56.6% | +70.2% |
| YTD | +51.0% | +66.0% | -15.0% | +35.8% |
| 1Y | +18.4% | +59.3% | -40.9% | +7.0% |
| 3Y | +25.6% | +47.6% | -22.0% | +13.1% |
| 5Y | +38.6% | +162.0% | -123.3% | +9.4% |
| 10Y | +226.1% | +56.5% | +169.6% | +112.8% |
| All | +226.1% | +55.1% | +171.0% | +112.8% |
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