+473.1%
PPL vs OVV
+155.6%
+317.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.6% | +5.6% | +0.7% |
| 7D | +1.8% | -12.1% | +13.9% | +3.4% |
| 30D | +8.4% | +2.9% | +5.5% | +7.9% |
| 3M | +2.4% | +3.7% | -1.3% | +1.6% |
| 6M | -4.0% | +0.6% | -4.6% | -4.5% |
| YTD | +4.5% | +62.5% | -58.0% | -2.7% |
| 1Y | +1.7% | +72.0% | -70.3% | -6.1% |
| 3Y | +55.5% | +39.1% | +16.4% | +44.6% |
| 5Y | +47.0% | +98.5% | -51.4% | +25.5% |
| 10Y | +62.4% | +60.1% | +2.3% | +15.6% |
| All | +473.1% | +155.6% | +317.5% | +153.3% |
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