+1.7%
HUT vs OVV
+75.2%
-73.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | -5.6% | -17.6% | -23.5% |
| 7D | -29.5% | -12.1% | -17.4% | -30.4% |
| 30D | -45.2% | +2.9% | -48.0% | -44.6% |
| 3M | -51.6% | +3.7% | -55.3% | -51.3% |
| 6M | -37.3% | +0.6% | -37.9% | -36.7% |
| YTD | +6.5% | +62.5% | -55.9% | -21.9% |
| 1Y | +1.7% | +72.0% | -70.3% | -32.7% |
| All | +1.7% | +75.2% | -73.4% | -32.7% |
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 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