+64.8%
OVV vs BN
-9.2%
+74.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -1.0% |
| 7D | -16.7% | +5.3% | -22.0% | -14.8% |
| 30D | -1.5% | +11.9% | -13.4% | +2.6% |
| 3M | +1.6% | -5.7% | +7.3% | +0.8% |
| 6M | +2.0% | -10.6% | +12.6% | +0.2% |
| YTD | +56.8% | -9.4% | +66.2% | +56.3% |
| 1Y | +64.8% | -8.8% | +73.6% | +64.9% |
| All | +64.8% | -9.2% | +74.1% | +64.9% |
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