+123.7%
NOK vs OVV
+46.5%
+77.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -1.0% | +0.6% |
| 7D | -2.7% | -7.3% | +4.6% | -1.7% |
| 30D | -20.4% | -3.6% | -16.8% | -20.0% |
| 3M | -9.6% | -2.6% | -7.0% | -9.6% |
| 6M | -35.6% | +7.6% | -43.2% | -36.6% |
| YTD | +27.5% | +59.6% | -32.1% | +18.9% |
| 1Y | +18.4% | +62.2% | -43.8% | +10.0% |
| 3Y | +151.8% | +49.6% | +102.2% | +132.3% |
| 5Y | +61.1% | +98.9% | -37.8% | +39.7% |
| 10Y | +123.7% | +45.1% | +78.5% | +67.4% |
| All | +123.7% | +46.5% | +77.2% | +67.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling