+62.2%
OVV vs PRU
+22.1%
+40.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +2.0% |
| 7D | -7.3% | +3.8% | -11.0% | -6.5% |
| 30D | -3.6% | +9.0% | -12.6% | -2.4% |
| 3M | -2.6% | +2.1% | -4.8% | -1.9% |
| 6M | +7.6% | +25.4% | -17.8% | +11.8% |
| YTD | +59.6% | +13.5% | +46.1% | +65.3% |
| 1Y | +62.2% | +21.3% | +40.9% | +62.6% |
| All | +62.2% | +22.1% | +40.1% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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