+28.0%
NBIS vs OVV
+75.2%
-47.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.6% | -1.1% | -6.7% |
| 7D | -22.4% | -12.1% | -10.3% | -22.5% |
| 30D | -39.1% | +2.9% | -42.0% | -39.0% |
| 3M | -37.3% | +3.7% | -41.0% | -37.5% |
| 6M | -19.8% | +0.6% | -20.4% | -20.0% |
| YTD | +69.1% | +62.5% | +6.6% | +42.3% |
| 1Y | +28.0% | +72.0% | -44.0% | +1.9% |
| All | +28.0% | +75.2% | -47.1% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 1y: compounded portfolio wealth divided by compounded OVV 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…
1y analysis · Full analysis span regression · 6 months rolling