+70.7%
NEE vs OVV
+58.8%
+12.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | -2.1% | +8.0% | -10.2% | -2.7% |
| 30D | +8.6% | -2.0% | +10.7% | +8.7% |
| 3M | -0.3% | +5.4% | -5.7% | -1.0% |
| 6M | -8.9% | +14.3% | -23.2% | -10.4% |
| YTD | +8.3% | +69.4% | -61.1% | +1.8% |
| 1Y | +4.3% | +72.4% | -68.1% | -2.3% |
| 3Y | +70.7% | +58.4% | +12.4% | +53.3% |
| All | +70.7% | +58.8% | +12.0% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling