+106.0%
OVV vs NTR
+19.8%
+86.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | +8.0% | -0.3% | +8.4% | +8.2% |
| 30D | -2.0% | +2.0% | -4.0% | -3.5% |
| 3M | +5.4% | +6.4% | -1.0% | +0.9% |
| 6M | +14.3% | +1.6% | +12.7% | +12.1% |
| YTD | +69.4% | +18.2% | +51.2% | +50.0% |
| 1Y | +72.4% | +23.9% | +48.4% | +48.0% |
| 3Y | +58.4% | +44.7% | +13.7% | +19.9% |
| All | +106.0% | +19.8% | +86.1% | +57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling