+1,046.6%
NRG vs OVV
+57.3%
+989.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.1% |
| 7D | -0.2% | -2.9% | +2.7% | +0.4% |
| 30D | -6.8% | +0.9% | -7.7% | -7.0% |
| 3M | -7.1% | +11.0% | -18.2% | -9.3% |
| 6M | -27.6% | +22.3% | -49.8% | -31.0% |
| YTD | -29.2% | +65.1% | -94.3% | -36.7% |
| 1Y | -29.9% | +53.1% | -83.0% | -36.6% |
| 3Y | +198.7% | +46.7% | +151.9% | +169.2% |
| 5Y | +192.9% | +155.5% | +37.4% | +129.6% |
| All | +1,046.6% | +57.3% | +989.3% | +611.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling