+64.7%
OVV vs HDB
-28.3%
+92.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.9% | +3.1% |
| 7D | +1.2% | +6.9% | -5.7% | +2.7% |
| 30D | -2.5% | +15.2% | -17.8% | +0.6% |
| 3M | +0.5% | +11.7% | -11.2% | +3.2% |
| 6M | +8.5% | +7.5% | +1.0% | +11.4% |
| YTD | +64.5% | -28.8% | +93.2% | +82.8% |
| 1Y | +64.7% | -29.1% | +93.8% | +83.0% |
| All | +64.7% | -28.3% | +92.9% | +83.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling