+132.4%
NOK vs OVV
+57.8%
+74.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.3% |
| 7D | +8.7% | -2.9% | +11.6% | +8.6% |
| 30D | +12.5% | +0.9% | +11.6% | +12.5% |
| 3M | -20.7% | +11.0% | -31.8% | -21.1% |
| 6M | +36.2% | +22.3% | +13.9% | +36.5% |
| YTD | +64.1% | +65.1% | -0.9% | +75.3% |
| 1Y | +132.4% | +53.1% | +79.3% | +148.8% |
| All | +132.4% | +57.8% | +74.5% | +148.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling