+59.3%
OVV vs BN
-6.6%
+66.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.8% | -3.9% | +1.3% |
| 7D | -10.7% | +3.6% | -14.4% | -9.4% |
| 30D | -5.3% | +15.9% | -21.1% | -0.1% |
| 3M | +2.4% | -2.3% | +4.7% | +2.9% |
| 6M | +5.7% | -8.4% | +14.1% | +4.8% |
| YTD | +56.8% | -5.9% | +62.6% | +58.2% |
| All | +59.3% | -6.6% | +66.0% | +61.3% |
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