+58.4%
OVV vs LH
+86.5%
-28.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | +8.0% | +1.1% | +7.0% | +7.8% |
| 30D | -2.0% | +16.7% | -18.8% | -5.5% |
| 3M | +5.4% | +15.1% | -9.7% | +2.0% |
| 6M | +14.3% | +46.3% | -32.1% | +3.5% |
| YTD | +69.4% | +48.8% | +20.7% | +51.7% |
| 1Y | +72.4% | +39.7% | +32.7% | +57.8% |
| 3Y | +58.4% | +87.0% | -28.7% | +24.6% |
| All | +58.4% | +86.5% | -28.1% | +24.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling