+173.4%
OVV vs BN
+4,816.9%
-4,643.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.9% |
| 7D | +6.5% | -0.3% | +6.8% | +6.6% |
| 30D | -2.7% | +13.6% | -16.2% | -11.8% |
| 3M | +3.1% | -6.7% | +9.8% | +6.1% |
| 6M | +12.8% | -9.0% | +21.8% | +16.4% |
| YTD | +68.1% | -8.8% | +76.9% | +67.9% |
| 1Y | +73.6% | -10.6% | +84.3% | +75.1% |
| 3Y | +57.6% | +98.8% | -41.2% | -13.8% |
| 5Y | +104.5% | +33.6% | +70.9% | +45.2% |
| 10Y | +58.4% | +298.3% | -239.9% | -36.1% |
| All | +173.4% | +4,816.9% | -4,643.5% | -65.6% |
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 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