+64.8%
OVV vs ALHC
-56.7%
+121.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.8% |
| 7D | -16.7% | +1.0% | -17.6% | -16.5% |
| 30D | -1.5% | -14.2% | +12.7% | -2.1% |
| 3M | +1.6% | -45.1% | +46.7% | -2.0% |
| 6M | +2.0% | -59.5% | +61.6% | -2.6% |
| YTD | +56.8% | -62.8% | +119.6% | +46.7% |
| 1Y | +64.8% | -55.5% | +120.3% | +55.7% |
| All | +64.8% | -56.7% | +121.5% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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