+420.1%
HUT vs OVV
+46.0%
+374.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.7% | +7.9% | +6.7% |
| 7D | +17.8% | +0.3% | +17.5% | +17.6% |
| 30D | +0.8% | +11.7% | -10.9% | -2.4% |
| 3M | -26.8% | +9.8% | -36.6% | -28.9% |
| 6M | +72.6% | +26.6% | +46.0% | +58.7% |
| YTD | +103.6% | +67.0% | +36.6% | +73.2% |
| 1Y | +265.3% | +55.9% | +209.3% | +216.6% |
| 3Y | +689.4% | +45.5% | +643.9% | +590.9% |
| 5Y | +75.3% | +157.3% | -82.0% | +36.3% |
| All | +420.1% | +46.0% | +374.1% | +183.3% |
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 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