+83.5%
OVV vs HBM
+205.9%
-122.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.1% |
| 7D | -16.7% | -3.6% | -13.0% | -15.9% |
| 30D | -1.5% | -19.2% | +17.7% | +4.0% |
| 3M | +1.6% | -20.5% | +22.1% | +6.8% |
| 6M | +2.0% | -12.8% | +14.9% | +1.2% |
| YTD | +56.8% | +5.4% | +51.4% | +38.5% |
| 1Y | +64.8% | +33.0% | +31.9% | +32.2% |
| 3Y | +38.3% | +357.3% | -319.0% | -41.5% |
| All | +83.5% | +205.9% | -122.4% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling