+155.0%
OVV vs BN
+4,786.2%
-4,631.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | 0.0% |
| 7D | -16.7% | +5.3% | -22.0% | -20.3% |
| 30D | -1.5% | +11.9% | -13.4% | -9.8% |
| 3M | +1.6% | -5.7% | +7.3% | +3.9% |
| 6M | +2.0% | -10.6% | +12.6% | +6.7% |
| YTD | +56.8% | -9.4% | +66.2% | +57.5% |
| 1Y | +64.8% | -8.8% | +73.6% | +64.0% |
| 3Y | +38.3% | +95.6% | -57.4% | -23.4% |
| 5Y | +84.9% | +30.2% | +54.7% | +33.7% |
| 10Y | +54.5% | +277.0% | -222.5% | -35.4% |
| All | +155.0% | +4,786.2% | -4,631.2% | -67.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling