+106.0%
OVV vs NIO
-93.2%
+199.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.4% |
| 7D | +8.0% | -14.5% | +22.5% | +10.1% |
| 30D | -2.0% | -15.0% | +12.9% | -0.2% |
| 3M | +5.4% | -35.6% | +41.0% | +11.2% |
| 6M | +14.3% | -55.7% | +69.9% | +26.3% |
| YTD | +69.4% | -43.1% | +112.6% | +79.1% |
| 1Y | +72.4% | -53.5% | +125.9% | +87.1% |
| 3Y | +58.4% | -59.8% | +118.2% | +65.6% |
| All | +106.0% | -93.2% | +199.2% | +180.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling