+222.6%
UAL vs OVV
+46.2%
+176.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.8% | +6.8% |
| 7D | +10.2% | -10.7% | +20.9% | +11.7% |
| 30D | +12.0% | -5.3% | +17.3% | +12.2% |
| 3M | -7.1% | +2.4% | -9.5% | -8.6% |
| 6M | +20.9% | +5.7% | +15.2% | +16.9% |
| YTD | +7.7% | +56.8% | -49.1% | -12.8% |
| 1Y | +23.6% | +59.3% | -35.7% | -1.2% |
| 3Y | +222.6% | +49.0% | +173.6% | +148.5% |
| All | +222.6% | +46.2% | +176.3% | +148.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling