-37.9%
OVV vs URA
-53.7%
+15.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.3% | +2.4% | 0.0% |
| 7D | -14.9% | -13.3% | -1.6% | -8.2% |
| 30D | -0.9% | -25.9% | +25.0% | +15.6% |
| 3M | +5.6% | -27.8% | +33.3% | +23.0% |
| 6M | -2.5% | -42.8% | +40.4% | +25.1% |
| YTD | +57.8% | -27.5% | +85.3% | +66.8% |
| 1Y | +70.1% | -35.1% | +105.2% | +89.3% |
| 3Y | +35.1% | +31.1% | +4.1% | -15.5% |
| 5Y | +86.1% | +29.8% | +56.3% | +13.4% |
| 10Y | +55.5% | +265.1% | -209.6% | -51.3% |
| All | -37.9% | -53.7% | +15.8% | -61.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling