-38.7%
NOW vs OVV
+75.2%
-113.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.6% | +5.3% | -0.5% |
| 7D | -27.5% | -12.1% | -15.4% | -27.7% |
| 30D | -20.0% | +2.9% | -22.9% | -20.2% |
| 3M | -7.9% | +3.7% | -11.6% | -8.0% |
| 6M | +18.3% | +0.6% | +17.7% | +17.3% |
| YTD | -29.0% | +62.5% | -91.4% | -25.2% |
| 1Y | -38.7% | +72.0% | -110.7% | -35.3% |
| All | -38.7% | +75.2% | -113.9% | -35.3% |
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