+158.3%
OVV vs HTZ
-85.9%
+244.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.1% | -1.9% |
| 7D | +0.3% | +7.5% | -7.2% | -0.5% |
| 30D | +11.7% | +47.4% | -35.7% | +6.0% |
| 3M | +9.8% | -54.9% | +64.7% | +16.7% |
| 6M | +26.6% | -47.0% | +73.6% | +29.7% |
| YTD | +67.0% | -55.3% | +122.3% | +74.4% |
| 1Y | +55.9% | -57.6% | +113.6% | +61.0% |
| 3Y | +45.5% | -86.6% | +132.1% | +73.8% |
| All | +158.3% | -85.9% | +244.2% | +198.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling