+607.2%
NBIS vs OVV
+54.7%
+552.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.3% | +9.2% |
| 7D | 0.0% | -10.7% | +10.8% | +4.7% |
| 30D | -36.0% | -5.3% | -30.7% | -34.9% |
| 3M | -24.7% | +2.4% | -27.1% | -27.0% |
| 6M | -20.1% | +5.7% | -25.8% | -24.8% |
| YTD | +69.0% | +56.8% | +12.2% | +23.4% |
| 1Y | +27.1% | +59.3% | -32.2% | -8.3% |
| All | +607.2% | +54.7% | +552.6% | +421.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling