+64.7%
OVV vs HBM
+31.3%
+33.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.1% | +3.0% |
| 7D | +1.2% | -1.3% | +2.5% | +1.2% |
| 30D | -2.5% | -14.8% | +12.3% | -3.3% |
| 3M | +0.5% | -20.7% | +21.2% | -0.6% |
| 6M | +8.5% | -13.9% | +22.4% | +9.3% |
| YTD | +64.5% | +10.6% | +53.8% | +62.4% |
| 1Y | +64.7% | +32.4% | +32.3% | +54.8% |
| All | +64.7% | +31.3% | +33.4% | +54.8% |
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