+3,124.0%
PWR vs OVV
+146.7%
+2,977.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.9% | +6.4% |
| 7D | -12.9% | -16.7% | +3.8% | -8.0% |
| 30D | -22.8% | -1.5% | -21.3% | -22.6% |
| 3M | -19.0% | +1.6% | -20.6% | -19.8% |
| 6M | -31.1% | +2.0% | -33.1% | -32.3% |
| YTD | +28.2% | +56.8% | -28.6% | +10.0% |
| 1Y | +22.2% | +64.8% | -42.6% | +2.9% |
| 3Y | +222.1% | +38.3% | +183.9% | +177.2% |
| 5Y | +364.1% | +84.9% | +279.2% | +241.4% |
| 10Y | +1,864.5% | +54.5% | +1,810.0% | +940.5% |
| All | +3,124.0% | +146.7% | +2,977.3% | +1,331.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling