+11.3%
UAL vs OVV
+70.1%
-58.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +2.2% | -8.3% | -4.7% |
| 7D | +0.7% | +6.5% | -5.8% | +4.6% |
| 30D | +7.8% | -2.7% | +10.4% | +7.0% |
| 3M | -11.1% | +3.1% | -14.2% | -8.3% |
| 6M | +16.1% | +12.8% | +3.3% | +28.2% |
| YTD | -0.5% | +68.1% | -68.6% | +14.7% |
| 1Y | +11.3% | +73.6% | -62.4% | +26.9% |
| All | +11.3% | +70.1% | -58.8% | +26.9% |
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