+129.8%
UAL vs OVV
+45.7%
+84.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +2.8% |
| 7D | +0.7% | +0.3% | +0.4% | +0.6% |
| 30D | -16.1% | +11.7% | -27.8% | -17.9% |
| 3M | +6.1% | +9.8% | -3.7% | +3.7% |
| 6M | +10.8% | +26.6% | -15.7% | +1.8% |
| YTD | -0.4% | +67.0% | -67.4% | -17.9% |
| 1Y | +5.0% | +55.9% | -50.9% | -11.8% |
| All | +129.8% | +45.7% | +84.1% | +82.5% |
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