+3,621.8%
PWR vs OVV
+162.8%
+3,459.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.2% |
| 7D | +3.6% | +0.3% | +3.3% | +3.5% |
| 30D | -8.6% | +11.7% | -20.3% | -11.7% |
| 3M | -13.2% | +9.8% | -23.0% | -16.0% |
| 6M | +9.9% | +26.6% | -16.7% | +1.2% |
| YTD | +48.0% | +67.0% | -19.0% | +25.1% |
| 1Y | +66.2% | +55.9% | +10.2% | +42.5% |
| 3Y | +195.1% | +45.5% | +149.6% | +150.7% |
| 5Y | +442.6% | +157.3% | +285.2% | +260.9% |
| 10Y | +2,334.2% | +65.0% | +2,269.2% | +1,155.0% |
| All | +3,621.8% | +162.8% | +3,459.0% | +1,527.6% |
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