+642.0%
HPQ vs OVV
+162.8%
+479.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +4.0% | +2.6% |
| 7D | +6.9% | +0.3% | +6.7% | +6.9% |
| 30D | +14.4% | +11.7% | +2.7% | +11.4% |
| 3M | +25.6% | +9.8% | +15.8% | +22.5% |
| 6M | +75.0% | +26.6% | +48.5% | +64.8% |
| YTD | +50.7% | +67.0% | -16.3% | +32.9% |
| 1Y | +18.7% | +55.9% | -37.3% | +5.8% |
| 3Y | +21.5% | +45.5% | -24.0% | +7.9% |
| 5Y | +31.6% | +157.3% | -125.8% | -1.6% |
| 10Y | +216.1% | +65.0% | +151.1% | +94.7% |
| All | +642.0% | +162.8% | +479.2% | +193.4% |
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