+1,874.2%
PWR vs OVV
+51.8%
+1,822.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.0% | +1.2% | +3.6% |
| 7D | +4.7% | +1.2% | +3.5% | +4.5% |
| 30D | -12.5% | -2.5% | -10.0% | -12.1% |
| 3M | -9.3% | +0.5% | -9.8% | -9.6% |
| 6M | -22.2% | +8.5% | -30.6% | -24.0% |
| YTD | +44.2% | +64.5% | -20.3% | +28.3% |
| 1Y | +35.5% | +64.7% | -29.1% | +20.3% |
| 3Y | +250.4% | +54.1% | +196.3% | +209.4% |
| 5Y | +425.6% | +95.4% | +330.2% | +326.1% |
| 10Y | +1,874.2% | +54.9% | +1,819.3% | +1,147.7% |
| All | +1,874.2% | +51.8% | +1,822.4% | +1,147.7% |
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