-22.5%
UBER vs OVV
+57.1%
-79.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.5% |
| 7D | -2.8% | -3.7% | +0.9% | -3.1% |
| 30D | -2.5% | +8.0% | -10.5% | -2.0% |
| 3M | +4.4% | +11.3% | -6.9% | +5.3% |
| 6M | -2.7% | +24.0% | -26.7% | -2.7% |
| YTD | -10.5% | +65.3% | -75.8% | -12.3% |
| 1Y | -22.5% | +60.2% | -82.7% | -25.1% |
| All | -22.5% | +57.1% | -79.6% | -25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling