+1,735.1%
PLTR vs OVV
+802.5%
+932.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.7% | -2.7% | -4.0% |
| 7D | -6.4% | +0.3% | -6.7% | -6.5% |
| 30D | +10.0% | +11.7% | -1.7% | +6.7% |
| 3M | +23.0% | +9.8% | +13.2% | +19.1% |
| 6M | +13.8% | +26.6% | -12.8% | +5.2% |
| YTD | -1.9% | +67.0% | -68.9% | -16.6% |
| 1Y | +11.6% | +55.9% | -44.3% | -3.8% |
| 3Y | +1,048.4% | +45.5% | +1,002.9% | +885.6% |
| 5Y | +554.4% | +157.3% | +397.0% | +403.7% |
| All | +1,735.1% | +802.5% | +932.5% | +1,178.9% |
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