+56.4%
UBER vs OVV
+85.0%
-28.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +6.7% | -10.7% | +17.4% | +8.9% |
| 30D | -0.5% | -5.3% | +4.8% | +0.2% |
| 3M | -5.1% | +2.4% | -7.5% | -6.1% |
| 6M | -5.7% | +5.7% | -11.3% | -7.7% |
| YTD | -12.9% | +56.8% | -69.7% | -22.9% |
| 1Y | -22.6% | +59.3% | -81.9% | -31.9% |
| 3Y | +42.2% | +49.0% | -6.8% | +23.4% |
| 5Y | +56.4% | +88.1% | -31.7% | +21.6% |
| All | +56.4% | +85.0% | -28.6% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling