+22.2%
OVV vs NIO
-43.2%
+65.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | -10.7% | +6.9% | -17.6% | -11.6% |
| 30D | -5.3% | -4.7% | -0.5% | -4.8% |
| 3M | +2.4% | -28.1% | +30.4% | +6.5% |
| 6M | +5.7% | -41.7% | +47.4% | +12.5% |
| YTD | +56.8% | -33.1% | +89.9% | +62.4% |
| 1Y | +59.3% | -50.3% | +109.6% | +71.3% |
| 3Y | +49.0% | -54.4% | +103.3% | +53.4% |
| 5Y | +88.1% | -91.6% | +179.7% | +125.6% |
| All | +22.2% | -43.2% | +65.4% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 10y: compounded portfolio wealth divided by compounded NIO 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…
10y analysis · Full analysis span regression · 6 months rolling