+59.3%
OVV vs NVS
+10.4%
+48.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -3.8% | -15.4% | +11.6% | -4.7% |
| 30D | +1.3% | -12.3% | +13.6% | +0.6% |
| 3M | +14.3% | -7.8% | +22.2% | +14.7% |
| 6M | +21.1% | -13.0% | +34.1% | +21.8% |
| YTD | +66.0% | +2.8% | +63.3% | +65.4% |
| 1Y | +59.3% | +10.6% | +48.7% | +58.9% |
| All | +59.3% | +10.4% | +48.9% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling