+39.2%
OVV vs HTZ
-81.0%
+120.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -20.8% | +17.9% | -1.7% |
| 7D | -14.9% | -7.7% | -7.2% | -14.7% |
| 30D | -0.9% | -13.1% | +12.2% | -0.5% |
| 3M | +5.6% | +14.7% | -9.2% | +3.3% |
| 6M | -2.5% | -70.6% | +68.1% | +3.8% |
| YTD | +57.8% | -65.2% | +123.0% | +63.9% |
| 1Y | +70.1% | -73.2% | +143.3% | +80.2% |
| All | +39.2% | -81.0% | +120.1% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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