+46.9%
OVV vs NVMI
+212.4%
-165.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.4% | -1.1% |
| 7D | -3.7% | +11.7% | -15.4% | -4.8% |
| 30D | +8.0% | -4.0% | +12.0% | +8.3% |
| 3M | +11.3% | -25.8% | +37.0% | +13.9% |
| 6M | +24.0% | -8.3% | +32.3% | +21.8% |
| YTD | +65.3% | +14.8% | +50.5% | +55.7% |
| 1Y | +60.2% | +37.9% | +22.3% | +44.8% |
| 3Y | +46.9% | +216.3% | -169.3% | +17.4% |
| All | +46.9% | +212.4% | -165.5% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling