+158.3%
OVV vs PCOR
-43.0%
+201.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.3% | +2.5% | -0.8% |
| 7D | +0.3% | -9.0% | +9.2% | +2.4% |
| 30D | +11.7% | +4.2% | +7.6% | +10.4% |
| 3M | +9.8% | +14.4% | -4.6% | +5.6% |
| 6M | +26.6% | +0.2% | +26.4% | +24.2% |
| YTD | +67.0% | -20.3% | +87.3% | +72.4% |
| 1Y | +55.9% | -16.1% | +72.1% | +57.9% |
| 3Y | +45.5% | -14.7% | +60.2% | +42.0% |
| All | +158.3% | -43.0% | +201.4% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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