+95.4%
OVV vs PL
+38.8%
+56.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.5% | +3.0% |
| 7D | +1.2% | +13.4% | -12.1% | -0.1% |
| 30D | -2.5% | -10.2% | +7.6% | -1.9% |
| 3M | +0.5% | -39.5% | +40.0% | +4.5% |
| 6M | +8.5% | -65.7% | +74.2% | +17.6% |
| YTD | +64.5% | -27.3% | +91.7% | +62.0% |
| 1Y | +64.7% | +15.0% | +49.7% | +52.7% |
| 3Y | +54.1% | +560.8% | -506.7% | +2.7% |
| 5Y | +95.4% | +38.4% | +57.0% | +51.7% |
| All | +95.4% | +38.8% | +56.6% | +51.7% |
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