+72.0%
OVV vs PSLV
+7.9%
+64.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +6.0% | -11.6% | -5.6% |
| 7D | -12.1% | -2.6% | -9.5% | -12.0% |
| 30D | +2.9% | -14.2% | +17.0% | +3.1% |
| 3M | +3.7% | -12.2% | +15.9% | +4.0% |
| 6M | +0.6% | -28.1% | +28.7% | +0.9% |
| YTD | +62.5% | -28.2% | +90.7% | +62.6% |
| 1Y | +72.0% | +9.1% | +62.9% | +68.3% |
| All | +72.0% | +7.9% | +64.1% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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