-22.6%
OVV vs XHB
+172.9%
-195.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.2% |
| 7D | -16.7% | +1.3% | -18.0% | -17.6% |
| 30D | -1.5% | +7.8% | -9.3% | -6.1% |
| 3M | +1.6% | -5.5% | +7.0% | +3.3% |
| 6M | +2.0% | -2.6% | +4.6% | +0.3% |
| YTD | +56.8% | +0.4% | +56.5% | +48.7% |
| 1Y | +64.8% | -1.0% | +65.8% | +57.1% |
| 3Y | +38.3% | +37.3% | +1.0% | +6.1% |
| 5Y | +84.9% | +33.7% | +51.2% | +40.5% |
| 10Y | +54.5% | +256.9% | -202.4% | -22.9% |
| All | -22.6% | +172.9% | -195.5% | -66.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling