+74.3%
OKE vs NVT
+190.9%
-116.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.4% |
| 7D | +1.2% | +4.1% | -2.8% | +0.7% |
| 30D | +4.5% | -5.1% | +9.6% | +5.0% |
| 3M | +9.6% | -1.2% | +10.8% | +9.2% |
| 6M | +15.4% | +46.6% | -31.2% | +6.0% |
| YTD | +36.5% | +60.0% | -23.5% | +22.4% |
| 1Y | +39.0% | +70.8% | -31.8% | +21.5% |
| 3Y | +74.3% | +187.5% | -113.3% | +30.5% |
| All | +74.3% | +190.9% | -116.6% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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