+8.7%
HPQ vs OVV
+84.0%
-75.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.2% |
| 7D | -1.1% | -16.7% | +15.6% | +3.2% |
| 30D | -11.7% | -1.5% | -10.2% | -11.8% |
| 3M | +2.0% | +1.6% | +0.4% | +0.8% |
| 6M | +35.9% | +2.0% | +33.8% | +33.6% |
| YTD | +32.7% | +56.8% | -24.1% | +15.8% |
| 1Y | +14.3% | +64.8% | -50.5% | -1.8% |
| 3Y | +17.8% | +38.3% | -20.4% | +3.2% |
| All | +8.7% | +84.0% | -75.3% | -15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling