+20.4%
HUT vs OVV
+61.3%
-40.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.3% | -0.4% |
| 7D | -10.9% | -7.3% | -3.7% | -11.2% |
| 30D | -32.6% | -3.6% | -29.1% | -32.3% |
| 3M | -33.7% | -2.6% | -31.1% | -33.4% |
| 6M | -42.3% | +7.6% | -49.9% | -41.6% |
| YTD | +23.6% | +59.6% | -36.0% | -11.9% |
| 1Y | +20.4% | +62.2% | -41.9% | -17.5% |
| All | +20.4% | +61.3% | -40.9% | -17.5% |
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 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