+2,609.6%
UNH vs OVV
+146.6%
+2,462.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.7% | -10.7% | +10.0% | +0.8% |
| 30D | +4.8% | -5.3% | +10.1% | +5.5% |
| 3M | -1.7% | +2.4% | -4.1% | -2.3% |
| 6M | +5.9% | +5.7% | +0.2% | +4.6% |
| YTD | +22.8% | +56.8% | -33.9% | +14.5% |
| 1Y | +25.9% | +59.3% | -33.4% | +16.9% |
| 3Y | -21.4% | +49.0% | -70.4% | -27.9% |
| 5Y | -6.3% | +88.1% | -94.4% | -20.0% |
| 10Y | +231.0% | +42.5% | +188.4% | +140.3% |
| All | +2,609.6% | +146.6% | +2,462.9% | +1,398.4% |
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 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