+553.3%
HPQ vs OVV
+146.7%
+406.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.2% |
| 7D | -1.1% | -16.7% | +15.6% | +2.8% |
| 30D | -11.7% | -1.5% | -10.2% | -11.7% |
| 3M | +2.0% | +1.6% | +0.4% | +1.0% |
| 6M | +35.9% | +2.0% | +33.8% | +34.1% |
| YTD | +32.7% | +56.8% | -24.1% | +18.2% |
| 1Y | +14.3% | +64.8% | -50.5% | +0.5% |
| 3Y | +17.8% | +38.3% | -20.4% | +5.7% |
| 5Y | +7.6% | +84.9% | -77.3% | -13.6% |
| 10Y | +171.7% | +54.5% | +117.2% | +70.3% |
| All | +553.3% | +146.7% | +406.6% | +160.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling