+72.0%
OVV vs HUBB
-4.0%
+76.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.5% | -3.2% | -6.0% |
| 7D | -12.1% | +0.2% | -12.3% | -11.9% |
| 30D | +2.9% | -8.8% | +11.7% | +1.7% |
| 3M | +3.7% | -12.5% | +16.2% | +2.0% |
| 6M | +0.6% | -14.5% | +15.2% | -0.5% |
| YTD | +62.5% | -0.4% | +62.9% | +61.9% |
| 1Y | +72.0% | -3.4% | +75.5% | +72.0% |
| All | +72.0% | -4.0% | +76.0% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 1y: compounded portfolio wealth divided by compounded HUBB 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…
1y analysis · Full analysis span regression · 6 months rolling