+584.3%
NUE vs OVV
+55.1%
+529.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | -2.3% | -3.8% | +1.5% | -1.3% |
| 30D | -6.1% | +1.3% | -7.4% | -6.5% |
| 3M | +1.7% | +14.3% | -12.7% | -2.2% |
| 6M | +53.1% | +21.1% | +32.0% | +44.1% |
| YTD | +59.0% | +66.0% | -7.0% | +37.7% |
| 1Y | +85.3% | +59.3% | +26.1% | +61.4% |
| 3Y | +63.2% | +47.6% | +15.7% | +42.3% |
| 5Y | +146.8% | +162.0% | -15.2% | +79.6% |
| 10Y | +584.3% | +56.5% | +527.8% | +312.5% |
| All | +584.3% | +55.1% | +529.2% | +312.5% |
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 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