+309.2%
NVDA vs OVV
+34.1%
+275.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +2.9% |
| 7D | -8.8% | -16.7% | +7.9% | -5.3% |
| 30D | -21.4% | -1.5% | -19.9% | -21.3% |
| 3M | -14.7% | +1.6% | -16.2% | -15.4% |
| 6M | -10.0% | +2.0% | -12.0% | -11.2% |
| YTD | +0.3% | +56.8% | -56.5% | -14.2% |
| 1Y | -0.5% | +64.8% | -65.4% | -16.7% |
| 3Y | +309.2% | +38.3% | +270.9% | +237.0% |
| All | +309.2% | +34.1% | +275.1% | +237.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling