+48.2%
OVV vs HDB
+57.5%
-9.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.3% |
| 7D | -16.7% | +13.3% | -30.0% | -20.8% |
| 30D | -1.5% | +13.6% | -15.0% | -6.5% |
| 3M | +1.6% | +5.8% | -4.2% | -1.3% |
| 6M | +2.0% | -1.9% | +3.9% | +1.1% |
| YTD | +56.8% | -31.2% | +88.0% | +78.7% |
| 1Y | +64.8% | -29.6% | +94.4% | +85.7% |
| 3Y | +38.3% | -10.1% | +48.4% | +34.0% |
| 5Y | +84.9% | -24.3% | +109.2% | +90.3% |
| All | +48.2% | +57.5% | -9.3% | +17.3% |
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