+72.0%
OVV vs PL
-0.6%
+72.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.4% | +0.8% | -5.6% |
| 7D | -12.1% | -11.7% | -0.4% | -12.2% |
| 30D | +2.9% | -27.1% | +30.0% | +2.8% |
| 3M | +3.7% | -44.6% | +48.3% | +3.5% |
| 6M | +0.6% | -67.2% | +67.8% | +0.8% |
| YTD | +62.5% | -35.9% | +98.3% | +66.4% |
| 1Y | +72.0% | -0.4% | +72.4% | +84.2% |
| All | +72.0% | -0.6% | +72.6% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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