+156.7%
OVV vs JBHT
+4,223.4%
-4,066.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.6% | +0.7% | -1.4% |
| 7D | -14.9% | -1.4% | -13.5% | -14.5% |
| 30D | -0.9% | -3.1% | +2.1% | 0.0% |
| 3M | +5.6% | -19.5% | +25.1% | +14.2% |
| 6M | -2.5% | -9.6% | +7.1% | -0.4% |
| YTD | +57.8% | +13.3% | +44.5% | +44.8% |
| 1Y | +70.1% | +29.7% | +40.4% | +46.9% |
| 3Y | +35.1% | +28.3% | +6.8% | +12.7% |
| 5Y | +86.1% | +18.5% | +67.6% | +59.1% |
| 10Y | +55.5% | +198.1% | -142.6% | -1.6% |
| All | +156.7% | +4,223.4% | -4,066.8% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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