+60.2%
OVV vs LH
+17.9%
+42.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.0% |
| 7D | -3.7% | -0.8% | -2.9% | -3.7% |
| 30D | +8.0% | +2.0% | +6.0% | +8.1% |
| 3M | +11.3% | +24.3% | -13.0% | +11.8% |
| 6M | +24.0% | +21.1% | +2.9% | +25.0% |
| YTD | +65.3% | +30.4% | +34.9% | +66.0% |
| 1Y | +60.2% | +18.4% | +41.8% | +61.4% |
| All | +60.2% | +17.9% | +42.3% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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