+265.3%
HUT vs OVV
+61.5%
+203.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.7% | +7.9% | +6.3% |
| 7D | +17.8% | +0.3% | +17.5% | +17.7% |
| 30D | +0.8% | +11.7% | -10.9% | 0.0% |
| 3M | -26.8% | +9.8% | -36.6% | -26.8% |
| 6M | +72.6% | +26.6% | +46.0% | +54.7% |
| YTD | +103.6% | +67.0% | +36.6% | +54.5% |
| 1Y | +265.3% | +55.9% | +209.3% | +178.6% |
| All | +265.3% | +61.5% | +203.7% | +178.6% |
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