+173.4%
OVV vs NVMI
+9,981.2%
-9,807.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.8% | +6.0% | +2.7% |
| 7D | +6.5% | +16.9% | -10.4% | +4.6% |
| 30D | -2.7% | -4.3% | +1.6% | -2.4% |
| 3M | +3.1% | -19.3% | +22.4% | +5.0% |
| 6M | +12.8% | -33.6% | +46.4% | +16.2% |
| YTD | +68.1% | -0.2% | +68.4% | +63.9% |
| 1Y | +73.6% | +5.1% | +68.6% | +67.9% |
| 3Y | +57.6% | +193.2% | -135.6% | +32.2% |
| 5Y | +104.5% | +148.6% | -44.1% | +72.9% |
| 10Y | +58.4% | +2,542.3% | -2,483.8% | +12.1% |
| All | +173.4% | +9,981.2% | -9,807.8% | +62.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling