+144.3%
NBIS vs OVV
+57.8%
+86.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -5.0% |
| 7D | +8.3% | -2.9% | +11.2% | +8.6% |
| 30D | +18.1% | +0.9% | +17.2% | +17.7% |
| 3M | +7.8% | +11.0% | -3.3% | +5.1% |
| 6M | +136.6% | +22.3% | +114.3% | +120.3% |
| YTD | +172.5% | +65.1% | +107.5% | +133.9% |
| 1Y | +144.3% | +53.1% | +91.1% | +104.3% |
| All | +144.3% | +57.8% | +86.4% | +104.3% |
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