+55.9%
OVV vs PNR
-43.1%
+99.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.1% | -1.7% |
| 7D | +0.3% | -2.4% | +2.6% | 0.0% |
| 30D | +11.7% | -12.8% | +24.5% | +10.2% |
| 3M | +9.8% | -17.0% | +26.8% | +8.3% |
| 6M | +26.6% | -37.4% | +64.0% | +27.6% |
| YTD | +67.0% | -41.6% | +108.6% | +68.5% |
| 1Y | +55.9% | -44.6% | +100.5% | +59.9% |
| All | +55.9% | -43.1% | +99.0% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 1y: compounded portfolio wealth divided by compounded PNR 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…
1y analysis · Full analysis span regression · 6 months rolling