+2,396.1%
PWR vs OVV
+54.2%
+2,341.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.4% | +2.6% |
| 7D | +4.5% | -3.7% | +8.2% | +5.3% |
| 30D | -4.9% | +8.0% | -12.9% | -6.5% |
| 3M | -7.9% | +11.3% | -19.1% | -10.3% |
| 6M | +18.3% | +24.0% | -5.7% | +12.2% |
| YTD | +51.5% | +65.3% | -13.8% | +35.0% |
| 1Y | +70.3% | +60.2% | +10.2% | +52.2% |
| 3Y | +210.6% | +46.9% | +163.7% | +177.2% |
| 5Y | +456.7% | +158.7% | +297.9% | +327.4% |
| 10Y | +2,396.1% | +50.8% | +2,345.2% | +1,515.1% |
| All | +2,396.1% | +54.2% | +2,341.9% | +1,515.1% |
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