+46.9%
OVV vs UUUU
+99.2%
-52.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.1% | -1.1% |
| 7D | -3.7% | +2.8% | -6.5% | -3.9% |
| 30D | +8.0% | +3.4% | +4.6% | +7.6% |
| 3M | +11.3% | -3.9% | +15.1% | +11.2% |
| 6M | +24.0% | -23.2% | +47.2% | +24.9% |
| YTD | +65.3% | +0.6% | +64.8% | +60.1% |
| 1Y | +60.2% | +22.9% | +37.3% | +46.8% |
| 3Y | +46.9% | +98.6% | -51.7% | +14.8% |
| All | +46.9% | +99.2% | -52.2% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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