+200.6%
UAL vs OVV
+35.0%
+165.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.9% | -1.7% | -4.2% |
| 7D | +5.0% | -14.9% | +19.9% | +7.1% |
| 30D | -1.2% | -0.9% | -0.3% | -1.8% |
| 3M | -16.8% | +5.6% | -22.3% | -18.6% |
| 6M | +18.0% | -2.5% | +20.4% | +16.7% |
| YTD | -1.2% | +57.8% | -59.0% | -19.9% |
| 1Y | +14.3% | +70.1% | -55.7% | -10.9% |
| All | +200.6% | +35.0% | +165.6% | +141.9% |
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 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