-80.4%
PATH vs OVV
+234.9%
-315.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.6% | +8.5% | +4.3% |
| 7D | -4.8% | -12.1% | +7.3% | -1.7% |
| 30D | +2.7% | +2.9% | -0.2% | +1.6% |
| 3M | -4.2% | +3.7% | -7.9% | -5.4% |
| 6M | +24.7% | +0.6% | +24.1% | +23.4% |
| YTD | -17.6% | +62.5% | -80.0% | -28.8% |
| 1Y | -5.3% | +72.0% | -77.3% | -19.6% |
| 3Y | -22.0% | +39.1% | -61.1% | -32.2% |
| 5Y | -76.5% | +98.5% | -175.0% | -81.5% |
| All | -80.4% | +234.9% | -315.4% | -85.3% |
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