+52.1%
OVV vs NTRS
+165.3%
-113.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -1.0% |
| 7D | -2.9% | +0.3% | -3.2% | -3.0% |
| 30D | +0.9% | +0.2% | +0.7% | +0.7% |
| 3M | +11.0% | +13.2% | -2.2% | +5.9% |
| 6M | +22.3% | +36.9% | -14.7% | +7.7% |
| YTD | +65.1% | +39.1% | +26.0% | +43.4% |
| 1Y | +53.1% | +50.4% | +2.7% | +27.8% |
| All | +52.1% | +165.3% | -113.3% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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