+72.0%
OVV vs XHB
+5.8%
+66.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +5.4% | -11.0% | -3.6% |
| 7D | -12.1% | +9.7% | -21.9% | -8.9% |
| 30D | +2.9% | +11.7% | -8.8% | +7.3% |
| 3M | +3.7% | -1.4% | +5.0% | +3.9% |
| 6M | +0.6% | +6.8% | -6.2% | +3.5% |
| YTD | +62.5% | +5.5% | +57.0% | +67.9% |
| 1Y | +72.0% | +5.1% | +66.9% | +77.8% |
| All | +72.0% | +5.8% | +66.2% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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