+1,442.4%
JHX vs OVV
+166.6%
+1,275.8%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.7% |
| 7D | -0.2% | +8.0% | -8.2% | -1.9% |
| 30D | +13.1% | -2.0% | +15.1% | +13.2% |
| 3M | -10.0% | +5.4% | -15.4% | -11.7% |
| 6M | +38.9% | +14.3% | +24.7% | +32.7% |
| YTD | +34.0% | +69.4% | -35.5% | +15.4% |
| 1Y | +66.0% | +72.4% | -6.4% | +42.2% |
| 3Y | -6.2% | +58.4% | -64.6% | -20.2% |
| 5Y | -31.6% | +106.1% | -137.7% | -48.1% |
| 10Y | +116.6% | +59.6% | +57.0% | +26.0% |
| All | +1,442.4% | +166.6% | +1,275.8% | +885.7% |
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 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