+244.4%
NXT vs OVV
+42.3%
+202.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +6.0% | +5.5% |
| 7D | +32.2% | -16.7% | +48.9% | +36.1% |
| 30D | +21.9% | -1.5% | +23.4% | +21.1% |
| 3M | +6.6% | +1.6% | +5.0% | +4.8% |
| 6M | -16.8% | +2.0% | -18.8% | -18.7% |
| YTD | +20.4% | +56.8% | -36.4% | +3.0% |
| 1Y | -1.5% | +64.8% | -66.4% | -17.3% |
| 3Y | +182.4% | +38.3% | +144.1% | +141.7% |
| All | +244.4% | +42.3% | +202.1% | +187.8% |
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 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