+158.7%
OVV vs USHY
+21.9%
+136.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.7% | 0.0% | -3.8% | -3.8% |
| 30D | +8.0% | 0.0% | +8.0% | +8.0% |
| 3M | +11.3% | +1.2% | +10.1% | +8.6% |
| 6M | +24.0% | +2.6% | +21.4% | +17.0% |
| YTD | +65.3% | +2.4% | +62.9% | +56.5% |
| 1Y | +60.2% | +4.2% | +55.9% | +46.4% |
| 3Y | +46.9% | +28.0% | +18.9% | -6.0% |
| 5Y | +158.7% | +21.8% | +136.9% | +106.6% |
| All | +158.7% | +21.9% | +136.8% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 5y: compounded portfolio wealth divided by compounded USHY 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…
5y analysis · Full analysis span regression · 6 months rolling