+110.5%
OVV vs MOH
+1,334.3%
-1,223.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.5% |
| 7D | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | +11.7% | +2.9% | +8.8% | +10.9% |
| 3M | +9.8% | +4.1% | +5.7% | +8.1% |
| 6M | +26.6% | +33.8% | -7.3% | +17.3% |
| YTD | +67.0% | +15.7% | +51.3% | +57.2% |
| 1Y | +55.9% | +17.5% | +38.4% | +44.7% |
| 3Y | +45.5% | -35.3% | +80.8% | +46.6% |
| 5Y | +157.3% | -26.9% | +184.3% | +149.4% |
| 10Y | +65.0% | +262.9% | -197.9% | +8.3% |
| All | +110.5% | +1,334.3% | -1,223.8% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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