+60.8%
OVV vs PLTU
+154.0%
-93.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.0% | +7.3% | -1.3% |
| 7D | +0.3% | -13.6% | +13.8% | +0.9% |
| 30D | +11.7% | +16.7% | -4.9% | +10.4% |
| 3M | +9.8% | +29.6% | -19.8% | +7.0% |
| 6M | +26.6% | -0.1% | +26.7% | +24.4% |
| YTD | +67.0% | -31.5% | +98.5% | +67.8% |
| 1Y | +55.9% | -19.7% | +75.7% | +50.3% |
| All | +60.8% | +154.0% | -93.2% | +26.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling