+110.2%
OVV vs PSKY
-78.6%
+188.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -4.8% | +9.7% | +5.5% |
| 7D | +8.5% | -24.6% | +33.1% | +12.1% |
| 30D | +6.6% | -36.1% | +42.7% | +12.6% |
| 3M | +11.0% | -34.6% | +45.6% | +16.1% |
| 6M | +25.7% | -40.5% | +66.2% | +33.0% |
| YTD | +79.6% | -47.7% | +127.3% | +92.5% |
| 1Y | +94.6% | -58.4% | +153.0% | +114.9% |
| 3Y | +48.3% | -40.7% | +88.9% | +44.6% |
| All | +110.2% | -78.6% | +188.8% | +144.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 PSKY 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