+54.8%
OVV vs NVMI
+2,574.6%
-2,519.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.8% | +6.0% | +3.3% |
| 7D | +6.5% | +16.9% | -10.4% | +1.5% |
| 30D | -2.7% | -4.3% | +1.6% | -2.0% |
| 3M | +3.1% | -19.3% | +22.4% | +7.9% |
| 6M | +12.8% | -33.6% | +46.4% | +21.0% |
| YTD | +68.1% | -0.2% | +68.4% | +52.9% |
| 1Y | +73.6% | +5.1% | +68.6% | +54.1% |
| 3Y | +57.6% | +193.2% | -135.6% | -17.2% |
| 5Y | +104.5% | +148.6% | -44.1% | +8.9% |
| All | +54.8% | +2,574.6% | -2,519.8% | -59.4% |
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