+39.2%
OVV vs HAS
+182.9%
-143.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.5% |
| 7D | -14.9% | 0.0% | -14.9% | -14.9% |
| 30D | -0.9% | +31.3% | -32.2% | -7.5% |
| 3M | +5.6% | +32.1% | -26.5% | -1.7% |
| 6M | -2.5% | +28.1% | -30.6% | -8.8% |
| YTD | +57.8% | +49.1% | +8.7% | +38.4% |
| 1Y | +70.1% | +60.5% | +9.5% | +44.9% |
| All | +39.2% | +182.9% | -143.7% | -5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling