+53.0%
OVV vs NTR
+40.7%
+12.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -3.8% | +0.5% | -4.3% | -4.1% |
| 30D | +1.3% | +21.7% | -20.5% | -8.4% |
| 3M | +14.3% | +22.8% | -8.4% | +2.7% |
| 6M | +21.1% | +8.2% | +12.9% | +15.3% |
| YTD | +66.0% | +32.9% | +33.1% | +42.3% |
| 1Y | +59.3% | +45.3% | +14.0% | +30.0% |
| All | +53.0% | +40.7% | +12.2% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 3y: compounded portfolio wealth divided by compounded NTR 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…
3y analysis · Full analysis span regression · 6 months rolling