+171.6%
OVV vs HRB
+394.5%
-222.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.2% | -0.7% |
| 7D | +0.3% | -5.7% | +5.9% | +1.8% |
| 30D | +11.7% | +7.9% | +3.8% | +8.8% |
| 3M | +9.8% | +32.1% | -22.3% | +0.5% |
| 6M | +26.6% | +62.2% | -35.7% | +7.8% |
| YTD | +67.0% | +16.4% | +50.6% | +55.2% |
| 1Y | +55.9% | -0.3% | +56.2% | +50.9% |
| 3Y | +45.5% | +36.0% | +9.5% | +24.9% |
| 5Y | +157.3% | +125.2% | +32.1% | +84.3% |
| 10Y | +65.0% | +237.7% | -172.7% | -1.7% |
| All | +171.6% | +394.5% | -222.9% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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