+72.0%
OVV vs NVDX
-27.2%
+99.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.2% | +0.6% | -5.9% |
| 7D | -12.1% | -14.1% | +2.0% | -12.8% |
| 30D | +2.9% | -31.3% | +34.2% | +0.9% |
| 3M | +3.7% | -16.2% | +19.8% | +2.9% |
| 6M | +0.6% | -11.9% | +12.5% | +1.0% |
| YTD | +62.5% | -9.4% | +71.9% | +62.7% |
| 1Y | +72.0% | -23.9% | +95.9% | +73.9% |
| All | +72.0% | -27.2% | +99.2% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 1y: compounded portfolio wealth divided by compounded NVDX 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…
1y analysis · Full analysis span regression · 6 months rolling