+48.4%
NU vs OVV
+109.2%
-60.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | 0.0% |
| 7D | +6.0% | -3.7% | +9.7% | +7.0% |
| 30D | +10.8% | +8.0% | +2.8% | +8.6% |
| 3M | +32.2% | +11.3% | +20.9% | +27.8% |
| 6M | +5.1% | +24.0% | -18.9% | -2.5% |
| YTD | -8.4% | +65.3% | -73.7% | -22.3% |
| 1Y | +0.7% | +60.2% | -59.4% | -14.2% |
| 3Y | +125.1% | +46.9% | +78.2% | +90.6% |
| All | +48.4% | +109.2% | -60.8% | -2.7% |
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