+42.5%
OVV vs HDB
+61.5%
-19.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -1.0% |
| 7D | -10.7% | +13.7% | -24.4% | -15.2% |
| 30D | -5.3% | +15.8% | -21.1% | -10.8% |
| 3M | +2.4% | +9.2% | -6.8% | -1.8% |
| 6M | +5.7% | +3.2% | +2.5% | +2.6% |
| YTD | +56.8% | -29.4% | +86.1% | +76.8% |
| 1Y | +59.3% | -27.9% | +87.2% | +77.9% |
| 3Y | +49.0% | -5.9% | +54.8% | +41.5% |
| 5Y | +88.1% | -23.5% | +111.6% | +93.3% |
| 10Y | +42.5% | +61.3% | -18.8% | +10.4% |
| All | +42.5% | +61.5% | -19.0% | +10.4% |
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