-7.8%
NVTS vs OVV
+88.2%
-96.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.7% | +8.1% | +6.9% |
| 7D | +2.7% | +0.3% | +2.4% | +2.5% |
| 30D | -4.5% | +11.7% | -16.2% | -8.2% |
| 3M | -61.5% | +9.8% | -71.3% | -63.0% |
| 6M | +28.0% | +26.6% | +1.4% | +16.3% |
| YTD | +65.3% | +67.0% | -1.8% | +35.7% |
| 1Y | +113.0% | +55.9% | +57.1% | +77.0% |
| 3Y | +34.7% | +45.5% | -10.8% | +11.0% |
| All | -7.8% | +88.2% | -96.0% | -27.1% |
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