+95.4%
OVV vs BNS
+81.8%
+13.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +2.6% |
| 7D | +1.2% | -3.2% | +4.5% | +3.2% |
| 30D | -2.5% | +5.1% | -7.6% | -5.8% |
| 3M | +0.5% | +6.0% | -5.5% | -4.0% |
| 6M | +8.5% | +23.4% | -14.9% | -7.7% |
| YTD | +64.5% | +30.4% | +34.0% | +32.6% |
| 1Y | +64.7% | +44.0% | +20.7% | +21.8% |
| 3Y | +54.1% | +150.3% | -96.2% | -33.4% |
| 5Y | +95.4% | +83.0% | +12.4% | +9.0% |
| All | +95.4% | +81.8% | +13.6% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 5y: compounded portfolio wealth divided by compounded BNS 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…
5y analysis · Full analysis span regression · 6 months rolling