+146.2%
NUE vs OVV
+153.1%
-6.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.5% |
| 7D | +1.8% | -3.7% | +5.5% | +3.0% |
| 30D | -6.0% | +8.0% | -13.9% | -8.3% |
| 3M | +1.4% | +11.3% | -9.8% | -2.5% |
| 6M | +52.8% | +24.0% | +28.8% | +40.6% |
| YTD | +58.1% | +65.3% | -7.2% | +31.9% |
| 1Y | +80.4% | +60.2% | +20.3% | +51.1% |
| 3Y | +62.3% | +46.9% | +15.3% | +35.7% |
| 5Y | +146.2% | +158.7% | -12.5% | +53.3% |
| All | +146.2% | +153.1% | -6.9% | +53.3% |
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