+51.3%
NBIS vs OVV
+65.7%
-14.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +3.0% | +12.4% | +15.2% |
| 7D | +9.3% | +1.2% | +8.1% | +9.2% |
| 30D | -26.4% | -2.5% | -23.8% | -26.2% |
| 3M | -19.9% | +0.5% | -20.4% | -20.0% |
| 6M | -16.9% | +8.5% | -25.4% | -18.5% |
| YTD | +84.8% | +64.5% | +20.4% | +47.6% |
| 1Y | +51.3% | +64.7% | -13.3% | +20.8% |
| All | +51.3% | +65.7% | -14.4% | +20.8% |
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