+57.2%
OVV vs BN
+100.0%
-42.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.5% |
| 7D | +6.5% | -0.3% | +6.8% | +6.6% |
| 30D | -2.7% | +13.6% | -16.2% | -6.8% |
| 3M | +3.1% | -6.7% | +9.8% | +5.2% |
| 6M | +12.8% | -9.0% | +21.8% | +15.4% |
| YTD | +68.1% | -8.8% | +76.9% | +69.4% |
| 1Y | +73.6% | -10.6% | +84.3% | +76.4% |
| All | +57.2% | +100.0% | -42.8% | +11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling