-18.6%
OVV vs UUUU
-92.0%
+73.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -1.9% |
| 7D | +0.3% | -1.4% | +1.6% | +0.4% |
| 30D | +11.7% | +16.3% | -4.6% | +9.1% |
| 3M | +9.8% | -16.7% | +26.5% | +11.3% |
| 6M | +26.6% | -33.7% | +60.2% | +30.4% |
| YTD | +67.0% | -0.5% | +67.5% | +60.0% |
| 1Y | +55.9% | +28.9% | +27.1% | +40.1% |
| 3Y | +45.5% | +99.9% | -54.4% | +16.7% |
| 5Y | +157.3% | +135.3% | +22.1% | +97.2% |
| 10Y | +65.0% | +518.4% | -453.4% | +5.6% |
| All | -18.6% | -92.0% | +73.4% | -45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling