+49.6%
OVV vs PTC
+31.6%
+18.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.8% |
| 7D | -7.3% | +1.3% | -8.6% | -7.5% |
| 30D | -3.6% | +1.1% | -4.6% | -3.8% |
| 3M | -2.6% | +30.1% | -32.8% | -8.1% |
| 6M | +7.6% | +34.0% | -26.5% | +1.1% |
| YTD | +59.6% | +12.8% | +46.8% | +58.4% |
| 1Y | +62.2% | +10.7% | +51.5% | +62.1% |
| 3Y | +49.6% | +29.6% | +20.0% | +21.7% |
| All | +49.6% | +31.6% | +18.0% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 3y: compounded portfolio wealth divided by compounded PTC 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…
3y analysis · Full analysis span regression · 6 months rolling