+200.1%
PWR vs OVV
+45.7%
+154.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.1% |
| 7D | +3.6% | +0.3% | +3.3% | +3.5% |
| 30D | -8.6% | +11.7% | -20.3% | -11.0% |
| 3M | -13.2% | +9.8% | -23.0% | -15.4% |
| 6M | +9.9% | +26.6% | -16.7% | +2.3% |
| YTD | +48.0% | +67.0% | -19.0% | +27.1% |
| 1Y | +66.2% | +55.9% | +10.2% | +44.9% |
| All | +200.1% | +45.7% | +154.4% | +157.7% |
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 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