+63.5%
HUM vs OVV
+8.9%
+54.6%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.0% | -1.2% | +1.7% |
| 7D | +6.9% | +1.2% | +5.7% | +6.8% |
| 30D | +3.2% | -2.5% | +5.7% | +3.3% |
| 3M | +20.0% | +0.5% | +19.5% | +20.0% |
| 6M | +63.5% | +8.5% | +55.0% | +66.2% |
| All | +63.5% | +8.9% | +54.6% | +66.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling