+156.7%
OVV vs HDB
+3,929.7%
-3,773.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.5% | -4.4% | -3.4% |
| 7D | -14.9% | +13.3% | -28.2% | -18.7% |
| 30D | -0.9% | +10.2% | -11.1% | -4.5% |
| 3M | +5.6% | +3.6% | +2.0% | +3.5% |
| 6M | -2.5% | -0.5% | -2.0% | -3.9% |
| YTD | +57.8% | -32.4% | +90.2% | +76.2% |
| 1Y | +70.1% | -31.1% | +101.1% | +88.4% |
| 3Y | +35.1% | -12.6% | +47.8% | +34.2% |
| 5Y | +86.1% | -25.7% | +111.7% | +92.3% |
| 10Y | +55.5% | +56.5% | -1.0% | +24.9% |
| All | +156.7% | +3,929.7% | -3,773.0% | -2.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling