+171.6%
OVV vs PRU
+716.5%
-544.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.3% |
| 7D | +0.3% | +1.9% | -1.6% | -0.7% |
| 30D | +11.7% | +2.7% | +9.0% | +10.2% |
| 3M | +9.8% | +19.5% | -9.7% | +0.9% |
| 6M | +26.6% | +26.6% | -0.1% | +12.4% |
| YTD | +67.0% | +12.3% | +54.7% | +56.0% |
| 1Y | +55.9% | +18.0% | +37.9% | +42.1% |
| 3Y | +45.5% | +47.0% | -1.5% | +20.4% |
| 5Y | +157.3% | +48.4% | +108.9% | +114.7% |
| 10Y | +65.0% | +142.4% | -77.4% | +32.6% |
| All | +171.6% | +716.5% | -544.9% | +24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling