+12.2%
NEE vs OVV
+160.2%
-148.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | +1.9% | +0.3% | +1.7% | +1.9% |
| 30D | -2.2% | +11.7% | -13.9% | -3.2% |
| 3M | -1.2% | +9.8% | -11.0% | -2.2% |
| 6M | -8.6% | +26.6% | -35.1% | -10.9% |
| YTD | +6.2% | +67.0% | -60.8% | +0.5% |
| 1Y | +21.1% | +55.9% | -34.8% | +15.2% |
| 3Y | +36.4% | +45.5% | -9.1% | +28.5% |
| All | +12.2% | +160.2% | -148.0% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling