+57.2%
OVV vs PLTD
-77.7%
+134.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | -7.3% | +2.8% | -10.1% | -6.9% |
| 30D | -3.6% | +21.1% | -24.6% | -1.6% |
| 3M | -2.6% | -0.7% | -1.9% | -2.4% |
| 6M | +7.6% | -33.0% | +40.5% | +4.6% |
| YTD | +59.6% | -19.9% | +79.5% | +61.0% |
| 1Y | +62.2% | -13.9% | +76.1% | +66.5% |
| All | +57.2% | -77.7% | +134.9% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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