-57.0%
OVV vs POET
-20.8%
-36.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +8.0% | -9.8% | -2.2% |
| 7D | +0.3% | +5.6% | -5.3% | -0.1% |
| 30D | +11.7% | -2.1% | +13.8% | +11.7% |
| 3M | +9.8% | -48.8% | +58.6% | +12.7% |
| 6M | +26.6% | +15.8% | +10.8% | +20.2% |
| YTD | +67.0% | +25.1% | +41.9% | +57.4% |
| 1Y | +55.9% | +50.6% | +5.4% | +43.8% |
| 3Y | +45.5% | +107.9% | -62.4% | +23.4% |
| 5Y | +157.3% | -11.0% | +168.4% | +123.5% |
| 10Y | +65.0% | +25.7% | +39.3% | +33.5% |
| All | -57.0% | -20.8% | -36.2% | -69.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling