+37.2%
UNP vs OVV
+65.7%
-28.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.0% | -2.5% | +0.3% |
| 7D | -2.1% | +1.2% | -3.3% | -2.2% |
| 30D | +7.3% | -2.5% | +9.8% | +7.2% |
| 3M | +3.6% | +0.5% | +3.1% | +3.2% |
| 6M | +15.8% | +8.5% | +7.4% | +14.8% |
| YTD | +32.6% | +64.5% | -31.9% | +18.9% |
| 1Y | +37.2% | +64.7% | -27.5% | +22.9% |
| All | +37.2% | +65.7% | -28.5% | +22.9% |
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 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