+37.1%
UNP vs OVV
+61.3%
-24.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +1.1% |
| 7D | -0.9% | -7.3% | +6.3% | -0.6% |
| 30D | +8.0% | -3.6% | +11.6% | +7.9% |
| 3M | +3.3% | -2.6% | +6.0% | +3.1% |
| 6M | +14.7% | +7.6% | +7.1% | +13.6% |
| YTD | +31.9% | +59.6% | -27.7% | +18.5% |
| 1Y | +37.1% | +62.2% | -25.1% | +22.8% |
| All | +37.1% | +61.3% | -24.2% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling