+1,668.3%
PLTR vs OVV
+815.5%
+852.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.3% |
| 7D | +4.7% | +8.0% | -3.3% | +2.7% |
| 30D | -16.4% | -2.0% | -14.4% | -16.1% |
| 3M | -6.2% | +5.4% | -11.6% | -7.8% |
| 6M | +29.2% | +14.3% | +14.9% | +23.1% |
| YTD | -5.5% | +69.4% | -74.9% | -20.2% |
| 1Y | -2.4% | +72.4% | -74.8% | -18.3% |
| 3Y | +752.3% | +58.4% | +693.9% | +614.0% |
| 5Y | +635.8% | +106.1% | +529.7% | +480.3% |
| All | +1,668.3% | +815.5% | +852.8% | +1,123.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling