+3.1%
NOK vs OVV
+162.8%
-159.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +3.0% |
| 7D | -1.8% | +0.3% | -2.0% | -1.8% |
| 30D | +4.7% | +11.7% | -7.0% | +2.0% |
| 3M | -39.7% | +9.8% | -49.5% | -41.2% |
| 6M | +23.1% | +26.6% | -3.5% | +16.0% |
| YTD | +55.0% | +67.0% | -12.0% | +37.2% |
| 1Y | +118.0% | +55.9% | +62.1% | +94.6% |
| 3Y | +170.5% | +45.5% | +125.0% | +137.8% |
| 5Y | +84.9% | +157.3% | -72.5% | +35.1% |
| 10Y | +112.0% | +65.0% | +47.0% | +26.0% |
| All | +3.1% | +162.8% | -159.7% | -61.5% |
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