+71.0%
UBER vs OVV
+136.3%
-65.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.9% |
| 7D | -7.0% | -3.8% | -3.2% | -6.3% |
| 30D | -8.9% | +1.3% | -10.2% | -9.2% |
| 3M | +1.0% | +14.3% | -13.4% | -2.3% |
| 6M | -3.7% | +21.1% | -24.9% | -8.5% |
| YTD | -13.0% | +66.0% | -79.0% | -23.1% |
| 1Y | -25.5% | +59.3% | -84.8% | -33.8% |
| 3Y | +50.5% | +47.6% | +2.9% | +32.5% |
| 5Y | +76.2% | +162.0% | -85.8% | +31.2% |
| All | +71.0% | +136.3% | -65.3% | -2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling