+171.6%
OVV vs JBHT
+5,304.9%
-5,133.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.8% | -4.6% | -2.9% |
| 7D | +0.3% | +4.9% | -4.6% | -1.8% |
| 30D | +11.7% | +0.6% | +11.2% | +11.0% |
| 3M | +9.8% | -3.2% | +13.0% | +10.3% |
| 6M | +26.6% | +17.0% | +9.6% | +16.0% |
| YTD | +67.0% | +41.7% | +25.4% | +40.8% |
| 1Y | +55.9% | +90.0% | -34.1% | +13.5% |
| 3Y | +45.5% | +47.0% | -1.5% | +15.2% |
| 5Y | +157.3% | +58.3% | +99.0% | +95.9% |
| 10Y | +65.0% | +273.9% | -208.9% | -4.2% |
| All | +171.6% | +5,304.9% | -5,133.3% | -9.3% |
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