+42.5%
OVV vs FHN
+106.3%
-63.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.2% | -1.4% |
| 7D | -10.7% | -0.5% | -10.3% | -10.5% |
| 30D | -5.3% | +1.9% | -7.2% | -6.8% |
| 3M | +2.4% | -6.9% | +9.3% | +6.8% |
| 6M | +5.7% | -3.1% | +8.7% | +6.3% |
| YTD | +56.8% | +0.6% | +56.2% | +51.6% |
| 1Y | +59.3% | +12.4% | +46.9% | +42.2% |
| 3Y | +49.0% | +133.7% | -84.7% | -25.1% |
| 5Y | +88.1% | +61.4% | +26.8% | +3.6% |
| 10Y | +42.5% | +97.9% | -55.3% | -10.0% |
| All | +42.5% | +106.3% | -63.7% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 10y: compounded portfolio wealth divided by compounded FHN 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…
10y analysis · Full analysis span regression · 6 months rolling