+251.3%
UAL vs OVV
-17.1%
+268.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +2.9% |
| 7D | +0.7% | +0.3% | +0.4% | +0.6% |
| 30D | -16.1% | +11.7% | -27.8% | -18.6% |
| 3M | +6.1% | +9.8% | -3.7% | +2.6% |
| 6M | +10.8% | +26.6% | -15.7% | +2.0% |
| YTD | -0.4% | +67.0% | -67.4% | -15.1% |
| 1Y | +5.0% | +55.9% | -50.9% | -9.4% |
| 3Y | +124.0% | +45.5% | +78.5% | +93.1% |
| 5Y | +141.0% | +157.3% | -16.4% | +69.5% |
| 10Y | +118.0% | +65.0% | +53.0% | +21.1% |
| All | +251.3% | -17.1% | +268.5% | +80.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling