+58.3%
OVV vs PLTU
+134.3%
-76.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.3% | -1.2% | +2.8% |
| 7D | +1.2% | -0.9% | +2.1% | +1.1% |
| 30D | -2.5% | -34.7% | +32.2% | -0.7% |
| 3M | +0.5% | -10.8% | +11.3% | +0.4% |
| 6M | +8.5% | +24.1% | -15.6% | +4.9% |
| YTD | +64.5% | -36.8% | +101.3% | +65.1% |
| 1Y | +64.7% | -47.0% | +111.7% | +67.3% |
| All | +58.3% | +134.3% | -76.0% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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