+171.6%
OVV vs PFG
+745.9%
-574.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.1% |
| 7D | +0.3% | +5.5% | -5.3% | -2.3% |
| 30D | +11.7% | +2.4% | +9.4% | +10.3% |
| 3M | +9.8% | +13.6% | -3.8% | +3.2% |
| 6M | +26.6% | +27.9% | -1.3% | +12.1% |
| YTD | +67.0% | +35.6% | +31.5% | +43.7% |
| 1Y | +55.9% | +48.5% | +7.5% | +28.3% |
| 3Y | +45.5% | +66.9% | -21.4% | +14.3% |
| 5Y | +157.3% | +111.0% | +46.4% | +84.0% |
| 10Y | +65.0% | +244.5% | -179.5% | +13.4% |
| All | +171.6% | +745.9% | -574.2% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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