+50.5%
OVV vs BHP
+82.0%
-31.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.7% |
| 7D | +0.3% | -2.9% | +3.2% | +1.0% |
| 30D | +11.7% | +3.4% | +8.4% | +10.7% |
| 3M | +9.8% | +4.1% | +5.7% | +8.2% |
| 6M | +26.6% | +20.6% | +6.0% | +17.7% |
| YTD | +67.0% | +56.1% | +11.0% | +38.2% |
| 1Y | +55.9% | +69.6% | -13.7% | +23.7% |
| All | +50.5% | +82.0% | -31.5% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 3y: compounded portfolio wealth divided by compounded BHP 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…
3y analysis · Full analysis span regression · 6 months rolling