+85.0%
UBER vs OVV
+160.2%
-75.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.5% | +0.1% |
| 7D | -3.9% | +0.3% | -4.1% | -4.0% |
| 30D | +11.1% | +11.7% | -0.6% | +8.7% |
| 3M | +4.9% | +9.8% | -4.9% | +2.5% |
| 6M | -1.2% | +26.6% | -27.7% | -6.9% |
| YTD | -7.3% | +67.0% | -74.3% | -18.2% |
| 1Y | -17.6% | +55.9% | -73.6% | -26.5% |
| 3Y | +61.1% | +45.5% | +15.6% | +41.7% |
| All | +85.0% | +160.2% | -75.2% | +51.4% |
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 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