+98.9%
OVV vs NIO
-92.0%
+190.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.8% | +5.6% | +2.3% |
| 7D | -7.3% | +2.8% | -10.1% | -7.7% |
| 30D | -3.6% | -8.4% | +4.8% | -2.6% |
| 3M | -2.6% | -32.0% | +29.3% | +2.1% |
| 6M | +7.6% | -43.9% | +51.5% | +15.4% |
| YTD | +59.6% | -35.7% | +95.3% | +66.2% |
| 1Y | +62.2% | -51.1% | +113.3% | +75.4% |
| 3Y | +49.6% | -54.7% | +104.3% | +54.2% |
| 5Y | +98.9% | -91.7% | +190.6% | +165.6% |
| All | +98.9% | -92.0% | +190.9% | +165.6% |
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