+64.5%
OVV vs PLTD
-77.8%
+142.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.6% | -6.4% | -1.3% |
| 7D | +0.3% | +5.9% | -5.7% | +0.9% |
| 30D | +11.7% | -11.6% | +23.3% | +10.5% |
| 3M | +9.8% | -29.9% | +39.7% | +7.1% |
| 6M | +26.6% | -28.5% | +55.1% | +24.6% |
| YTD | +67.0% | -20.4% | +87.4% | +68.1% |
| 1Y | +55.9% | -33.3% | +89.2% | +51.2% |
| All | +64.5% | -77.8% | +142.3% | +30.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling