+72.0%
OVV vs BN
-3.9%
+75.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +6.1% | -11.7% | -3.4% |
| 7D | -12.1% | +12.0% | -24.1% | -8.3% |
| 30D | +2.9% | +17.0% | -14.2% | +8.9% |
| 3M | +3.7% | -3.2% | +6.9% | +4.0% |
| 6M | +0.6% | -3.9% | +4.5% | +1.0% |
| YTD | +62.5% | -5.6% | +68.1% | +64.3% |
| 1Y | +72.0% | -4.7% | +76.8% | +74.7% |
| All | +72.0% | -3.9% | +75.9% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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