+59.3%
OVV vs HBM
+36.9%
+22.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.0% | -9.0% | +0.5% |
| 7D | -10.7% | +5.0% | -15.8% | -10.4% |
| 30D | -5.3% | -12.7% | +7.5% | -5.9% |
| 3M | +2.4% | -17.4% | +19.8% | +1.5% |
| 6M | +5.7% | -8.9% | +14.5% | +6.9% |
| YTD | +56.8% | +14.9% | +41.9% | +55.7% |
| All | +59.3% | +36.9% | +22.4% | +51.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling