+39.2%
OVV vs PL
+403.1%
-363.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -10.1% | +7.3% | -2.3% |
| 7D | -14.9% | -20.5% | +5.7% | -13.8% |
| 30D | -0.9% | -38.8% | +37.8% | +1.8% |
| 3M | +5.6% | -49.1% | +54.7% | +9.5% |
| 6M | -2.5% | -69.4% | +66.9% | +3.5% |
| YTD | +57.8% | -42.3% | +100.2% | +58.1% |
| 1Y | +70.1% | -14.2% | +84.3% | +64.0% |
| All | +39.2% | +403.1% | -363.9% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling