+722.6%
HUBS vs OVV
-19.3%
+741.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.7% |
| 7D | -5.0% | +0.3% | -5.3% | -5.1% |
| 30D | -1.0% | +11.7% | -12.8% | -3.1% |
| 3M | +12.4% | +9.8% | +2.6% | +10.0% |
| 6M | -11.1% | +26.6% | -37.7% | -15.2% |
| YTD | -38.3% | +67.0% | -105.3% | -44.1% |
| 1Y | -46.7% | +55.9% | -102.6% | -51.3% |
| 3Y | -55.1% | +45.5% | -100.6% | -59.2% |
| 5Y | -64.8% | +157.3% | -222.2% | -71.6% |
| 10Y | +334.3% | +65.0% | +269.3% | +191.7% |
| All | +722.6% | -19.3% | +741.9% | +480.7% |
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