+17.8%
UAL vs OVV
+67.1%
-49.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.7% | +1.7% |
| 7D | +8.2% | -16.7% | +24.8% | -2.2% |
| 30D | +2.3% | -1.5% | +3.8% | +2.0% |
| 3M | -12.7% | +1.6% | -14.3% | -10.7% |
| 6M | +12.7% | +2.0% | +10.7% | +18.1% |
| YTD | +0.8% | +56.8% | -56.0% | +13.2% |
| 1Y | +17.8% | +64.8% | -47.1% | +30.9% |
| All | +17.8% | +67.1% | -49.3% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 1y: compounded portfolio wealth divided by compounded OVV 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…
1y analysis · Full analysis span regression · 6 months rolling