+1,865.8%
PWR vs OVV
+48.9%
+1,817.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | 0.0% | +9.4% | +9.4% |
| 7D | -4.8% | -10.7% | +6.0% | -2.4% |
| 30D | -16.2% | -5.3% | -10.9% | -15.3% |
| 3M | -11.9% | +2.4% | -14.3% | -12.6% |
| 6M | -20.6% | +5.7% | -26.2% | -22.0% |
| YTD | +40.3% | +56.8% | -16.5% | +26.1% |
| 1Y | +33.0% | +59.3% | -26.3% | +18.9% |
| 3Y | +250.0% | +49.0% | +201.0% | +211.2% |
| 5Y | +404.2% | +88.1% | +316.0% | +311.9% |
| 10Y | +1,865.8% | +42.5% | +1,823.3% | +1,173.0% |
| All | +1,865.8% | +48.9% | +1,817.0% | +1,173.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling