+83.5%
OVV vs HTZ
-95.4%
+178.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.4% | +7.7% | +0.2% |
| 7D | -16.7% | -14.6% | -2.1% | -15.7% |
| 30D | -1.5% | -20.8% | +19.3% | +0.1% |
| 3M | +1.6% | -18.8% | +20.4% | +2.0% |
| 6M | +2.0% | -74.7% | +76.7% | +14.4% |
| YTD | +56.8% | -68.1% | +124.9% | +68.0% |
| 1Y | +64.8% | -73.5% | +138.3% | +80.4% |
| 3Y | +38.3% | -81.8% | +120.1% | +47.2% |
| All | +83.5% | -95.4% | +178.9% | +162.0% |
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