+168.7%
OVV vs BNS
+1,498.6%
-1,329.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +2.4% |
| 7D | +1.2% | -3.2% | +4.5% | +4.2% |
| 30D | -2.5% | +5.1% | -7.6% | -7.4% |
| 3M | +0.5% | +6.0% | -5.5% | -6.4% |
| 6M | +8.5% | +23.4% | -14.9% | -13.3% |
| YTD | +64.5% | +30.4% | +34.0% | +22.5% |
| 1Y | +64.7% | +44.0% | +20.7% | +11.1% |
| 3Y | +54.1% | +150.3% | -96.2% | -40.6% |
| 5Y | +95.4% | +83.0% | +12.4% | +2.7% |
| 10Y | +54.9% | +190.9% | -136.0% | -28.5% |
| All | +168.7% | +1,498.6% | -1,329.9% | -54.7% |
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