+222.1%
PWR vs OVV
+34.1%
+188.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.9% | +6.4% |
| 7D | -12.9% | -16.7% | +3.8% | -9.5% |
| 30D | -22.8% | -1.5% | -21.3% | -22.6% |
| 3M | -19.0% | +1.6% | -20.6% | -19.6% |
| 6M | -31.1% | +2.0% | -33.1% | -31.9% |
| YTD | +28.2% | +56.8% | -28.6% | +12.1% |
| 1Y | +22.2% | +64.8% | -42.6% | +4.9% |
| 3Y | +222.1% | +38.3% | +183.9% | +184.5% |
| All | +222.1% | +34.1% | +188.0% | +184.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling