+177.4%
NXT vs OVV
+51.6%
+125.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.6% |
| 7D | -1.1% | +0.3% | -1.4% | -1.2% |
| 30D | -15.3% | +11.7% | -27.1% | -17.5% |
| 3M | -43.8% | +9.8% | -53.6% | -45.3% |
| 6M | -18.7% | +26.6% | -45.2% | -24.6% |
| YTD | -3.0% | +67.0% | -70.0% | -17.2% |
| 1Y | +22.7% | +55.9% | -33.2% | +6.0% |
| 3Y | +95.9% | +45.5% | +50.4% | +67.2% |
| All | +177.4% | +51.6% | +125.8% | +131.3% |
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