+104.5%
OVV vs HAS
+49.5%
+55.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.3% | +2.9% |
| 7D | +6.5% | +1.6% | +4.9% | +6.0% |
| 30D | -2.7% | +26.6% | -29.3% | -10.1% |
| 3M | +3.1% | +29.0% | -25.8% | -5.4% |
| 6M | +12.8% | +30.6% | -17.8% | +2.5% |
| YTD | +68.1% | +51.5% | +16.6% | +42.2% |
| 1Y | +73.6% | +58.5% | +15.2% | +44.1% |
| 3Y | +57.6% | +214.1% | -156.5% | -4.2% |
| 5Y | +104.5% | +50.2% | +54.3% | +74.2% |
| All | +104.5% | +49.5% | +55.0% | +74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling