+39.2%
OVV vs NIO
-62.1%
+101.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.2% | -2.6% |
| 7D | -14.9% | -3.6% | -11.3% | -14.6% |
| 30D | -0.9% | -8.0% | +7.1% | -0.3% |
| 3M | +5.6% | -31.2% | +36.8% | +9.1% |
| 6M | -2.5% | -45.8% | +43.3% | +2.9% |
| YTD | +57.8% | -37.3% | +95.1% | +62.7% |
| 1Y | +70.1% | -56.1% | +126.2% | +82.7% |
| All | +39.2% | -62.1% | +101.3% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling