+651.6%
PLTR vs OVV
+101.5%
+550.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.2% |
| 7D | +10.7% | +6.5% | +4.2% | +8.5% |
| 30D | -17.8% | -2.7% | -15.1% | -17.3% |
| 3M | +0.3% | +3.1% | -2.8% | -1.2% |
| 6M | +26.2% | +12.8% | +13.4% | +19.5% |
| YTD | -3.5% | +68.1% | -71.6% | -21.5% |
| 1Y | -6.8% | +73.6% | -80.5% | -25.6% |
| 3Y | +772.3% | +57.6% | +714.7% | +597.5% |
| 5Y | +651.6% | +104.5% | +547.0% | +435.8% |
| All | +651.6% | +101.5% | +550.1% | +435.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling