+72.0%
OVV vs HAS
+66.3%
+5.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.1% | -8.7% | -5.4% |
| 7D | -12.1% | +2.4% | -14.6% | -11.9% |
| 30D | +2.9% | +31.6% | -28.7% | +5.0% |
| 3M | +3.7% | +33.9% | -30.2% | +5.9% |
| 6M | +0.6% | +31.4% | -30.8% | +3.0% |
| YTD | +62.5% | +51.6% | +10.8% | +68.9% |
| 1Y | +72.0% | +65.2% | +6.8% | +80.2% |
| All | +72.0% | +66.3% | +5.7% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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