+3,125.1%
NUE vs OVV
+162.8%
+2,962.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | +0.1% |
| 7D | +4.2% | +0.3% | +4.0% | +4.1% |
| 30D | -5.0% | +11.7% | -16.7% | -8.7% |
| 3M | -0.2% | +9.8% | -10.0% | -4.0% |
| 6M | +49.1% | +26.6% | +22.6% | +35.5% |
| YTD | +61.0% | +67.0% | -6.0% | +32.6% |
| 1Y | +82.5% | +55.9% | +26.6% | +52.8% |
| 3Y | +57.9% | +45.5% | +12.4% | +31.7% |
| 5Y | +146.6% | +157.3% | -10.8% | +56.9% |
| 10Y | +561.6% | +65.0% | +496.6% | +220.5% |
| All | +3,125.1% | +162.8% | +2,962.3% | +1,117.5% |
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