+3,101.3%
HUM vs OVV
+162.8%
+2,938.5%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | +4.2% | +0.3% | +3.9% | +4.1% |
| 30D | +10.4% | +11.7% | -1.4% | +8.6% |
| 3M | +15.1% | +9.8% | +5.3% | +13.3% |
| 6M | +120.9% | +26.6% | +94.4% | +112.8% |
| YTD | +57.9% | +67.0% | -9.1% | +46.0% |
| 1Y | +30.6% | +55.9% | -25.4% | +21.6% |
| 3Y | -9.6% | +45.5% | -55.1% | -16.8% |
| 5Y | +1.6% | +157.3% | -155.8% | -18.0% |
| 10Y | +146.4% | +65.0% | +81.4% | +70.0% |
| All | +3,101.3% | +162.8% | +2,938.5% | +1,451.5% |
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