+235.9%
NVDA vs OVV
+58.8%
+177.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.2% |
| 7D | -12.7% | +8.0% | -20.8% | -14.2% |
| 30D | -26.4% | -2.0% | -24.4% | -26.2% |
| 3M | -27.6% | +5.4% | -33.1% | -28.8% |
| 6M | -27.7% | +14.3% | -42.0% | -30.5% |
| YTD | -12.5% | +69.4% | -81.9% | -26.4% |
| 1Y | -12.6% | +72.4% | -85.0% | -27.2% |
| 3Y | +235.9% | +58.4% | +177.6% | +177.4% |
| All | +235.9% | +58.8% | +177.2% | +177.4% |
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