+12.8%
OVV vs UUUU
-68.9%
+81.7%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.6% | +5.8% | +1.9% |
| 7D | +6.5% | +1.4% | +5.2% | +6.7% |
| 30D | -2.7% | -27.9% | +25.3% | -5.5% |
| 3M | +3.1% | -53.8% | +57.0% | -3.7% |
| 6M | +12.8% | -68.1% | +80.9% | +5.5% |
| All | +12.8% | -68.9% | +81.7% | +5.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling