+158.7%
OVV vs PL
+79.0%
+79.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.9% |
| 7D | -3.7% | -7.5% | +3.8% | -3.1% |
| 30D | +8.0% | -25.6% | +33.6% | +10.8% |
| 3M | +11.3% | -45.6% | +56.9% | +16.9% |
| 6M | +24.0% | -29.5% | +53.5% | +24.4% |
| YTD | +65.3% | -9.7% | +75.0% | +60.5% |
| 1Y | +60.2% | +84.4% | -24.2% | +41.2% |
| 3Y | +46.9% | +550.0% | -503.1% | -0.4% |
| 5Y | +158.7% | +79.0% | +79.7% | +95.9% |
| All | +158.7% | +79.0% | +79.7% | +95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling