+6.9%
NXT vs OVV
+75.2%
-68.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -5.6% | +16.7% | +9.6% |
| 7D | +30.0% | -12.1% | +42.1% | +26.4% |
| 30D | +28.6% | +2.9% | +25.7% | +27.9% |
| 3M | +8.4% | +3.7% | +4.7% | +8.1% |
| 6M | -8.7% | +0.6% | -9.4% | -8.3% |
| YTD | +22.5% | +62.5% | -40.0% | +19.8% |
| 1Y | +6.9% | +72.0% | -65.1% | +3.8% |
| All | +6.9% | +75.2% | -68.3% | +3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling