+171.6%
OVV vs NVMI
+11,349.2%
-11,177.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.5% | -7.2% | -2.4% |
| 7D | +0.3% | +6.6% | -6.3% | -0.5% |
| 30D | +11.7% | -7.5% | +19.3% | +12.5% |
| 3M | +9.8% | -28.5% | +38.3% | +13.0% |
| 6M | +26.6% | -15.7% | +42.3% | +26.9% |
| YTD | +67.0% | +13.3% | +53.7% | +61.2% |
| 1Y | +55.9% | +48.3% | +7.6% | +45.1% |
| 3Y | +45.5% | +191.2% | -145.7% | +22.6% |
| 5Y | +157.3% | +268.7% | -111.3% | +109.3% |
| 10Y | +65.0% | +3,034.8% | -2,969.8% | +15.4% |
| All | +171.6% | +11,349.2% | -11,177.6% | +59.8% |
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 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