+172.9%
OVV vs BNS
+1,492.9%
-1,320.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -0.7% |
| 7D | +0.3% | +1.5% | -1.3% | -1.3% |
| 30D | +11.7% | +6.0% | +5.8% | +4.9% |
| 3M | +9.8% | +16.3% | -6.5% | -6.3% |
| 6M | +26.6% | +28.8% | -2.2% | -3.6% |
| YTD | +67.0% | +30.0% | +37.1% | +25.8% |
| 1Y | +55.9% | +50.7% | +5.2% | +1.3% |
| 3Y | +45.5% | +125.4% | -79.9% | -37.9% |
| 5Y | +157.3% | +94.2% | +63.1% | +29.0% |
| 10Y | +65.0% | +182.8% | -117.8% | -21.3% |
| All | +172.9% | +1,492.9% | -1,320.0% | -53.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling