+16.8%
OVV vs NTR
+100.5%
-83.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.2% | -0.5% |
| 7D | +0.3% | +8.1% | -7.8% | -6.0% |
| 30D | +11.7% | +18.8% | -7.0% | -3.0% |
| 3M | +9.8% | +16.2% | -6.4% | -3.6% |
| 6M | +26.6% | +9.8% | +16.8% | +14.9% |
| YTD | +67.0% | +30.9% | +36.2% | +30.3% |
| 1Y | +55.9% | +41.8% | +14.2% | +12.3% |
| 3Y | +45.5% | +35.8% | +9.7% | +4.0% |
| 5Y | +157.3% | +51.0% | +106.3% | +42.7% |
| All | +16.8% | +100.5% | -83.8% | -47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling