+1,031.9%
NBIS vs OVV
+64.8%
+967.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.7% | +9.2% | +8.3% |
| 7D | +8.2% | +0.3% | +8.0% | +7.9% |
| 30D | +3.4% | +11.7% | -8.4% | -2.8% |
| 3M | -12.8% | +9.8% | -22.6% | -18.1% |
| 6M | +131.5% | +26.6% | +105.0% | +97.8% |
| YTD | +170.5% | +67.0% | +103.4% | +94.5% |
| 1Y | +248.8% | +55.9% | +192.9% | +159.1% |
| All | +1,031.9% | +64.8% | +967.1% | +721.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling