+58.4%
OVV vs URA
+35.4%
+23.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.0% |
| 7D | +8.0% | -1.5% | +9.6% | +8.2% |
| 30D | -2.0% | -10.4% | +8.4% | -0.9% |
| 3M | +5.4% | -29.6% | +35.1% | +9.6% |
| 6M | +14.3% | -40.3% | +54.5% | +21.6% |
| YTD | +69.4% | -25.5% | +94.9% | +68.2% |
| 1Y | +72.4% | -26.4% | +98.8% | +71.0% |
| 3Y | +58.4% | +31.4% | +26.9% | +18.4% |
| All | +58.4% | +35.4% | +23.0% | +18.4% |
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