-33.8%
HUT vs OVV
+84.0%
-117.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -0.6% | +15.2% | +14.9% |
| 7D | -11.4% | -16.7% | +5.3% | -3.2% |
| 30D | -41.0% | -1.5% | -39.5% | -40.8% |
| 3M | -41.9% | +1.6% | -43.5% | -43.2% |
| 6M | -51.7% | +2.0% | -53.7% | -53.2% |
| YTD | +14.6% | +56.8% | -42.2% | -14.4% |
| 1Y | +21.4% | +64.8% | -43.4% | -11.4% |
| 3Y | +359.8% | +38.3% | +321.6% | +255.2% |
| All | -33.8% | +84.0% | -117.8% | -59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling