+116.3%
OVV vs HTZ
-89.7%
+206.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +9.2% | -14.8% | -6.5% |
| 7D | -12.1% | +18.9% | -31.1% | -13.7% |
| 30D | +2.9% | +26.3% | -23.4% | -0.1% |
| 3M | +3.7% | +49.7% | -46.0% | -2.4% |
| 6M | +0.6% | -61.1% | +61.7% | +8.1% |
| YTD | +62.5% | -56.0% | +118.5% | +69.1% |
| 1Y | +72.0% | -66.4% | +138.4% | +84.8% |
| 3Y | +39.1% | -75.8% | +114.9% | +43.3% |
| 5Y | +98.5% | -93.1% | +191.5% | +150.0% |
| All | +116.3% | -89.7% | +206.1% | +151.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling