+158.7%
OVV vs UUUU
+118.2%
+40.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.1% | -1.2% |
| 7D | -3.7% | +2.8% | -6.5% | -4.2% |
| 30D | +8.0% | +3.4% | +4.6% | +6.9% |
| 3M | +11.3% | -3.9% | +15.1% | +10.4% |
| 6M | +24.0% | -23.2% | +47.2% | +25.7% |
| YTD | +65.3% | +0.6% | +64.8% | +52.3% |
| 1Y | +60.2% | +22.9% | +37.3% | +31.9% |
| 3Y | +46.9% | +98.6% | -51.7% | -6.9% |
| 5Y | +158.7% | +130.2% | +28.5% | +51.0% |
| All | +158.7% | +118.2% | +40.5% | +51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling