+29.7%
PM vs OVV
+61.3%
-31.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.5% |
| 7D | -6.6% | -7.3% | +0.6% | -6.5% |
| 30D | -3.4% | -3.6% | +0.1% | -3.4% |
| 3M | +5.3% | -2.6% | +8.0% | +5.4% |
| 6M | +15.5% | +7.6% | +8.0% | +15.3% |
| YTD | +24.3% | +59.6% | -35.4% | +20.2% |
| 1Y | +29.7% | +62.2% | -32.5% | +25.0% |
| All | +29.7% | +61.3% | -31.6% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling