+50.5%
OVV vs XHB
+30.5%
+20.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -1.9% |
| 7D | +0.3% | -1.3% | +1.6% | +0.5% |
| 30D | +11.7% | -6.9% | +18.6% | +13.3% |
| 3M | +9.8% | -1.3% | +11.1% | +8.9% |
| 6M | +26.6% | -6.8% | +33.4% | +27.9% |
| YTD | +67.0% | +0.7% | +66.3% | +62.6% |
| 1Y | +55.9% | -11.2% | +67.2% | +60.3% |
| All | +50.5% | +30.5% | +20.0% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling