-42.5%
NOW vs OVV
+61.3%
-103.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -4.9% | -3.0% |
| 7D | -8.7% | -7.3% | -1.5% | -8.9% |
| 30D | -29.3% | -3.6% | -25.7% | -29.4% |
| 3M | -21.8% | -2.6% | -19.2% | -22.0% |
| 6M | +9.2% | +7.6% | +1.7% | +9.1% |
| YTD | -35.0% | +59.6% | -94.6% | -31.4% |
| 1Y | -42.5% | +62.2% | -104.7% | -39.1% |
| All | -42.5% | +61.3% | -103.8% | -39.1% |
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 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