+101.3%
NOK vs OVV
+153.1%
-51.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.3% |
| 7D | +7.3% | -3.7% | +11.0% | +7.9% |
| 30D | +13.8% | +8.0% | +5.8% | +12.2% |
| 3M | -27.0% | +11.3% | -38.3% | -28.6% |
| 6M | +37.6% | +24.0% | +13.6% | +32.0% |
| YTD | +64.6% | +65.3% | -0.7% | +50.6% |
| 1Y | +132.0% | +60.2% | +71.9% | +112.4% |
| 3Y | +183.7% | +46.9% | +136.7% | +157.1% |
| 5Y | +101.3% | +158.7% | -57.4% | +57.1% |
| All | +101.3% | +153.1% | -51.8% | +57.1% |
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