+39.2%
OVV vs NVDX
+357.5%
-318.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.8% | +1.0% |
| 7D | +8.0% | -24.7% | +32.8% | +9.9% |
| 30D | -2.0% | -48.2% | +46.1% | +1.9% |
| 3M | +5.4% | -51.9% | +57.3% | +9.8% |
| 6M | +14.3% | -55.6% | +69.9% | +19.0% |
| YTD | +69.4% | -41.5% | +111.0% | +71.1% |
| 1Y | +72.4% | -44.0% | +116.4% | +74.4% |
| 3Y | +58.4% | +262.2% | -203.8% | +53.2% |
| All | +39.2% | +357.5% | -318.3% | +34.7% |
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