+78.3%
NUE vs OVV
+54.1%
+24.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.0% | -1.1% | +1.0% |
| 7D | -2.4% | +1.2% | -3.7% | -2.7% |
| 30D | +3.8% | -2.5% | +6.3% | +4.3% |
| 3M | -3.7% | +0.5% | -4.1% | -4.4% |
| 6M | +13.2% | +8.5% | +4.7% | +8.7% |
| YTD | +61.6% | +64.5% | -2.9% | +30.4% |
| 1Y | +83.6% | +64.7% | +18.9% | +47.5% |
| All | +78.3% | +54.1% | +24.1% | +41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling