+23.6%
NEE vs OVV
+57.1%
-33.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.5% |
| 7D | +1.1% | -3.7% | +4.8% | +1.2% |
| 30D | -0.2% | +8.0% | -8.2% | -0.6% |
| 3M | +0.5% | +11.3% | -10.7% | 0.0% |
| 6M | -6.5% | +24.0% | -30.5% | -7.9% |
| YTD | +6.7% | +65.3% | -58.6% | +2.2% |
| 1Y | +23.6% | +60.2% | -36.6% | +19.1% |
| All | +23.6% | +57.1% | -33.5% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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