+945.2%
PAAS vs OVV
+148.3%
+796.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.7% | -1.4% |
| 7D | -0.4% | -14.9% | +14.5% | +4.0% |
| 30D | -11.6% | -0.9% | -10.7% | -11.9% |
| 3M | -15.6% | +5.6% | -21.2% | -17.6% |
| 6M | -19.1% | -2.5% | -16.6% | -20.0% |
| YTD | -20.9% | +57.8% | -78.8% | -33.0% |
| 1Y | +21.3% | +70.1% | -48.8% | +0.4% |
| 3Y | +177.4% | +35.1% | +142.2% | +138.6% |
| 5Y | +71.3% | +86.1% | -14.7% | +24.9% |
| 10Y | +181.5% | +55.5% | +126.0% | +39.5% |
| All | +945.2% | +148.3% | +796.9% | +218.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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