+72.0%
OVV vs PFGC
+12.5%
+59.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +13.5% | -19.1% | -2.1% |
| 7D | -12.1% | +13.9% | -26.0% | -8.8% |
| 30D | +2.9% | +18.4% | -15.5% | +7.7% |
| 3M | +3.7% | -2.5% | +6.2% | +4.7% |
| 6M | +0.6% | +26.0% | -25.4% | +7.6% |
| YTD | +62.5% | +21.9% | +40.6% | +70.3% |
| 1Y | +72.0% | +13.4% | +58.6% | +83.3% |
| All | +72.0% | +12.5% | +59.5% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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