+282.5%
UNP vs OVV
+55.1%
+227.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.4% |
| 7D | -1.7% | -3.8% | +2.1% | -1.1% |
| 30D | -2.1% | +1.3% | -3.4% | -2.4% |
| 3M | +5.4% | +14.3% | -8.9% | +2.7% |
| 6M | +13.4% | +21.1% | -7.7% | +8.9% |
| YTD | +25.0% | +66.0% | -41.1% | +13.2% |
| 1Y | +34.6% | +59.3% | -24.7% | +22.5% |
| 3Y | +43.6% | +47.6% | -3.9% | +29.7% |
| 5Y | +51.7% | +162.0% | -110.2% | +18.5% |
| 10Y | +282.5% | +56.5% | +226.0% | +141.4% |
| All | +282.5% | +55.1% | +227.4% | +141.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling