+2,247.6%
NEE vs OVV
+162.8%
+2,084.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.3% |
| 3M | -1.2% | +9.8% | -11.0% | -2.3% |
| 6M | -8.6% | +26.6% | -35.1% | -11.1% |
| YTD | +6.2% | +67.0% | -60.8% | +0.2% |
| 1Y | +21.1% | +55.9% | -34.8% | +14.8% |
| 3Y | +36.4% | +45.5% | -9.1% | +28.4% |
| 5Y | +11.4% | +157.3% | -146.0% | -3.9% |
| 10Y | +250.0% | +65.0% | +185.0% | +168.2% |
| All | +2,247.6% | +162.8% | +2,084.8% | +1,046.5% |
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