+72.4%
OVV vs PSLV
-10.8%
+83.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +0.8% |
| 7D | +8.0% | -6.3% | +14.3% | +8.0% |
| 30D | -2.0% | -12.7% | +10.6% | -1.9% |
| 3M | +5.4% | -24.7% | +30.2% | +5.8% |
| 6M | +14.3% | -44.6% | +58.9% | +15.2% |
| YTD | +69.4% | -33.3% | +102.7% | +66.9% |
| 1Y | +72.4% | -8.6% | +80.9% | +56.2% |
| All | +72.4% | -10.8% | +83.2% | +56.2% |
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