+155.5%
OVV vs POET
-11.6%
+167.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.3% |
| 7D | -2.9% | +3.7% | -6.6% | -3.1% |
| 30D | +0.9% | -11.5% | +12.4% | +1.3% |
| 3M | +11.0% | -30.8% | +41.8% | +12.3% |
| 6M | +22.3% | +8.6% | +13.7% | +15.7% |
| YTD | +65.1% | +20.1% | +45.0% | +54.3% |
| 1Y | +53.1% | +35.7% | +17.4% | +40.0% |
| 3Y | +46.7% | +116.5% | -69.8% | +24.9% |
| 5Y | +155.5% | -8.4% | +163.9% | +130.5% |
| All | +155.5% | -11.6% | +167.1% | +130.5% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 5y: compounded portfolio wealth divided by compounded POET 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…
5y analysis · Full analysis span regression · 6 months rolling