+106.0%
OVV vs HDB
-23.2%
+129.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | +8.0% | +2.7% | +5.3% | +7.6% |
| 30D | -2.0% | +14.1% | -16.2% | -4.1% |
| 3M | +5.4% | +11.8% | -6.4% | +3.4% |
| 6M | +14.3% | +8.2% | +6.1% | +12.1% |
| YTD | +69.4% | -29.3% | +98.7% | +83.4% |
| 1Y | +72.4% | -28.8% | +101.2% | +86.1% |
| 3Y | +58.4% | -7.5% | +65.9% | +54.5% |
| All | +106.0% | -23.2% | +129.1% | +124.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling