+39.2%
OVV vs URA
+30.2%
+8.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.3% | +2.4% | -2.2% |
| 7D | -14.9% | -13.3% | -1.6% | -13.5% |
| 30D | -0.9% | -25.9% | +25.0% | +2.6% |
| 3M | +5.6% | -27.8% | +33.3% | +9.3% |
| 6M | -2.5% | -42.8% | +40.4% | +4.3% |
| YTD | +57.8% | -27.5% | +85.3% | +57.4% |
| 1Y | +70.1% | -35.1% | +105.2% | +73.6% |
| All | +39.2% | +30.2% | +8.9% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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