+35.8%
OVV vs NVDX
+833.4%
-797.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | -0.8% |
| 7D | -3.7% | +7.3% | -11.0% | -4.2% |
| 30D | +8.0% | -0.9% | +8.9% | +7.8% |
| 3M | +11.3% | +8.4% | +2.9% | +9.9% |
| 6M | +24.0% | +38.2% | -14.2% | +19.2% |
| YTD | +65.3% | +19.3% | +46.0% | +60.2% |
| 1Y | +60.2% | +33.3% | +26.9% | +52.3% |
| All | +35.8% | +833.4% | -797.5% | +26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling