+38.3%
OVV vs HDB
-11.1%
+49.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.6% |
| 7D | -16.7% | +13.3% | -30.0% | -16.6% |
| 30D | -1.5% | +13.6% | -15.0% | -1.4% |
| 3M | +1.6% | +5.8% | -4.2% | +1.7% |
| 6M | +2.0% | -1.9% | +3.9% | +2.4% |
| YTD | +56.8% | -31.2% | +88.0% | +65.0% |
| 1Y | +64.8% | -29.6% | +94.4% | +72.8% |
| 3Y | +38.3% | -10.1% | +48.4% | +33.1% |
| All | +38.3% | -11.1% | +49.4% | +33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling