+155.5%
OVV vs NVMI
+263.1%
-107.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.2% |
| 7D | -2.9% | +3.8% | -6.7% | -3.6% |
| 30D | +0.9% | -7.6% | +8.4% | +2.0% |
| 3M | +11.0% | -28.0% | +39.0% | +16.0% |
| 6M | +22.3% | -15.3% | +37.6% | +21.6% |
| YTD | +65.1% | +11.5% | +53.6% | +52.8% |
| 1Y | +53.1% | +31.6% | +21.5% | +34.6% |
| 3Y | +46.7% | +207.0% | -160.3% | -6.3% |
| 5Y | +155.5% | +262.8% | -107.3% | +58.8% |
| All | +155.5% | +263.1% | -107.6% | +58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling