+477.6%
PPL vs OVV
+148.3%
+329.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.6% | +1.1% |
| 7D | +1.0% | -14.9% | +15.9% | +3.0% |
| 30D | +6.8% | -0.9% | +7.8% | +6.8% |
| 3M | +3.9% | +5.6% | -1.7% | +2.8% |
| 6M | -2.0% | -2.5% | +0.5% | -2.3% |
| YTD | +5.3% | +57.8% | -52.6% | -1.6% |
| 1Y | +2.2% | +70.1% | -67.9% | -5.5% |
| 3Y | +56.7% | +35.1% | +21.6% | +46.3% |
| 5Y | +49.1% | +86.1% | -37.0% | +28.3% |
| 10Y | +63.6% | +55.5% | +8.1% | +16.9% |
| All | +477.6% | +148.3% | +329.2% | +156.2% |
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