+54.7%
OVV vs NVMI
+3,158.6%
-3,103.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.9% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | +0.8% | -8.4% | +9.2% | +3.0% |
| 3M | +13.3% | -33.6% | +46.8% | +25.1% |
| 6M | +16.9% | -14.7% | +31.6% | +16.0% |
| YTD | +64.3% | +13.2% | +51.0% | +46.0% |
| 1Y | +54.2% | +29.0% | +25.2% | +28.8% |
| 3Y | +51.3% | +215.0% | -163.6% | -20.6% |
| 5Y | +154.3% | +268.6% | -114.3% | +16.1% |
| All | +54.7% | +3,158.6% | -3,103.9% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 10y: compounded portfolio wealth divided by compounded NVMI 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…
10y analysis · Full analysis span regression · 6 months rolling