+698.7%
HUBS vs OVV
-20.1%
+718.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.7% |
| 7D | -4.3% | -3.7% | -0.5% | -3.7% |
| 30D | +14.2% | +8.0% | +6.3% | +12.7% |
| 3M | +15.5% | +11.3% | +4.2% | +12.9% |
| 6M | -18.9% | +24.0% | -42.9% | -22.3% |
| YTD | -40.1% | +65.3% | -105.4% | -45.7% |
| 1Y | -51.8% | +60.2% | -111.9% | -56.2% |
| 3Y | -55.2% | +46.9% | -102.2% | -59.4% |
| 5Y | -64.7% | +158.7% | -223.4% | -71.5% |
| 10Y | +327.0% | +50.8% | +276.1% | +190.4% |
| All | +698.7% | -20.1% | +718.9% | +464.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling