+156.7%
OVV vs PRU
+719.4%
-562.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.3% | +0.4% | -1.4% |
| 7D | -14.9% | +4.8% | -19.7% | -17.0% |
| 30D | -0.9% | +7.9% | -8.8% | -4.8% |
| 3M | +5.6% | +3.1% | +2.5% | +3.4% |
| 6M | -2.5% | +25.2% | -27.7% | -12.9% |
| YTD | +57.8% | +12.7% | +45.1% | +46.4% |
| 1Y | +70.1% | +23.5% | +46.6% | +51.1% |
| 3Y | +35.1% | +50.6% | -15.4% | +10.1% |
| 5Y | +86.1% | +40.9% | +45.2% | +57.7% |
| 10Y | +55.5% | +125.5% | -69.9% | +27.2% |
| All | +156.7% | +719.4% | -562.8% | +17.0% |
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