+411.1%
PWR vs OVV
+107.0%
+304.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.9% |
| 7D | +11.3% | +8.0% | +3.3% | +9.3% |
| 30D | -8.9% | -2.0% | -6.8% | -8.5% |
| 3M | -10.5% | +5.4% | -15.9% | -11.9% |
| 6M | -22.2% | +14.3% | -36.4% | -25.2% |
| YTD | +42.7% | +69.4% | -26.7% | +23.2% |
| 1Y | +41.1% | +72.4% | -31.2% | +20.9% |
| 3Y | +242.7% | +58.4% | +184.4% | +191.8% |
| All | +411.1% | +107.0% | +304.1% | +282.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling