+3,136.7%
NUE vs OVV
+158.7%
+2,978.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.0% | -1.1% | +0.9% |
| 7D | -2.4% | +1.2% | -3.7% | -2.8% |
| 30D | +3.8% | -2.5% | +6.3% | +4.5% |
| 3M | -3.7% | +0.5% | -4.1% | -4.3% |
| 6M | +13.2% | +8.5% | +4.7% | +8.7% |
| YTD | +61.6% | +64.5% | -2.9% | +33.2% |
| 1Y | +83.6% | +64.7% | +18.9% | +50.9% |
| 3Y | +78.6% | +54.1% | +24.5% | +46.1% |
| 5Y | +148.0% | +95.4% | +52.5% | +73.5% |
| 10Y | +449.9% | +54.9% | +395.0% | +175.9% |
| All | +3,136.7% | +158.7% | +2,978.0% | +1,123.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling