+2,346.6%
NEE vs OVV
+146.7%
+2,199.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -1.4% |
| 7D | +3.9% | -16.7% | +20.5% | +5.7% |
| 30D | +12.8% | -1.5% | +14.3% | +12.9% |
| 3M | +3.6% | +1.6% | +2.0% | +3.1% |
| 6M | -7.5% | +2.0% | -9.5% | -8.1% |
| YTD | +10.7% | +56.8% | -46.1% | +4.9% |
| 1Y | +9.1% | +64.8% | -55.8% | +2.7% |
| 3Y | +61.0% | +38.3% | +22.7% | +52.3% |
| 5Y | +16.3% | +84.9% | -68.6% | +3.9% |
| 10Y | +264.6% | +54.5% | +210.1% | +182.2% |
| All | +2,346.6% | +146.7% | +2,199.9% | +1,100.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling