+171.6%
OVV vs HUBB
+2,478.4%
-2,306.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.8% |
| 7D | +0.3% | +0.5% | -0.3% | -0.2% |
| 30D | +11.7% | -10.0% | +21.7% | +18.8% |
| 3M | +9.8% | -4.8% | +14.6% | +10.5% |
| 6M | +26.6% | -5.6% | +32.1% | +25.6% |
| YTD | +67.0% | +4.7% | +62.4% | +53.8% |
| 1Y | +55.9% | +6.7% | +49.2% | +40.1% |
| 3Y | +45.5% | +45.8% | -0.3% | +0.3% |
| 5Y | +157.3% | +145.9% | +11.4% | +17.8% |
| 10Y | +65.0% | +418.6% | -353.6% | -46.1% |
| All | +171.6% | +2,478.4% | -2,306.8% | -60.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling