+50.8%
OVV vs HBM
+599.4%
-548.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.8% | -6.8% | -3.3% |
| 7D | -3.7% | +7.4% | -11.1% | -6.5% |
| 30D | +8.0% | +5.1% | +2.9% | +5.2% |
| 3M | +11.3% | +11.1% | +0.1% | +3.6% |
| 6M | +24.0% | +30.2% | -6.2% | +3.0% |
| YTD | +65.3% | +46.2% | +19.1% | +27.4% |
| 1Y | +60.2% | +120.0% | -59.9% | +0.8% |
| 3Y | +46.9% | +527.4% | -480.5% | -48.1% |
| 5Y | +158.7% | +400.4% | -241.7% | -6.0% |
| 10Y | +50.8% | +621.5% | -570.7% | -63.5% |
| All | +50.8% | +599.4% | -548.6% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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