+2,589.7%
UNH vs OVV
+162.8%
+2,426.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.7% |
| 7D | +1.1% | +0.3% | +0.8% | +1.0% |
| 30D | -3.8% | +11.7% | -15.5% | -5.3% |
| 3M | +0.7% | +9.8% | -9.1% | -0.8% |
| 6M | +37.9% | +26.6% | +11.3% | +32.9% |
| YTD | +21.9% | +67.0% | -45.1% | +12.9% |
| 1Y | +31.4% | +55.9% | -24.5% | +22.5% |
| 3Y | -11.4% | +45.5% | -56.9% | -18.3% |
| 5Y | +2.5% | +157.3% | -154.8% | -16.3% |
| 10Y | +242.9% | +65.0% | +177.9% | +142.3% |
| All | +2,589.7% | +162.8% | +2,426.9% | +1,377.9% |
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