+45.1%
OVV vs HDB
+61.4%
-16.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.2% | +1.6% |
| 7D | -7.3% | +12.7% | -20.0% | -11.5% |
| 30D | -3.6% | +16.6% | -20.2% | -9.4% |
| 3M | -2.6% | +10.8% | -13.4% | -7.1% |
| 6M | +7.6% | +3.8% | +3.7% | +4.2% |
| YTD | +59.6% | -28.9% | +88.5% | +79.6% |
| 1Y | +62.2% | -28.0% | +90.2% | +81.3% |
| 3Y | +49.6% | -7.2% | +56.8% | +43.3% |
| 5Y | +98.9% | -22.2% | +121.2% | +102.8% |
| 10Y | +45.1% | +63.6% | -18.4% | +12.8% |
| All | +45.1% | +61.4% | -16.2% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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