+70.3%
PWR vs OVV
+57.1%
+13.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.4% | +2.4% |
| 7D | +4.5% | -3.7% | +8.2% | +4.6% |
| 30D | -4.9% | +8.0% | -12.9% | -5.0% |
| 3M | -7.9% | +11.3% | -19.1% | -8.3% |
| 6M | +18.3% | +24.0% | -5.7% | +16.2% |
| YTD | +51.5% | +65.3% | -13.8% | +46.0% |
| 1Y | +70.3% | +60.2% | +10.2% | +65.8% |
| All | +70.3% | +57.1% | +13.2% | +65.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling