-54.1%
HUBS vs OVV
+75.2%
-129.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -5.6% | +1.4% | -4.5% |
| 7D | -13.0% | -12.1% | -0.9% | -13.7% |
| 30D | -1.8% | +2.9% | -4.7% | -1.3% |
| 3M | -13.0% | +3.7% | -16.6% | -12.0% |
| 6M | -12.4% | +0.6% | -13.1% | -13.0% |
| YTD | -46.0% | +62.5% | -108.5% | -37.4% |
| 1Y | -54.1% | +72.0% | -126.1% | -47.1% |
| All | -54.1% | +75.2% | -129.3% | -47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling