-14.1%
OVV vs HBM
+613.3%
-627.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.4% |
| 7D | +0.3% | -6.4% | +6.6% | +2.6% |
| 30D | +11.7% | +5.9% | +5.8% | +8.7% |
| 3M | +9.8% | -8.9% | +18.7% | +10.4% |
| 6M | +26.6% | +10.7% | +15.9% | +13.0% |
| YTD | +67.0% | +38.3% | +28.8% | +33.7% |
| 1Y | +55.9% | +121.3% | -65.4% | +1.0% |
| 3Y | +45.5% | +450.6% | -405.1% | -40.3% |
| 5Y | +157.3% | +338.0% | -180.6% | +9.0% |
| 10Y | +65.0% | +578.6% | -513.6% | -47.6% |
| All | -14.1% | +613.3% | -627.5% | -78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling