+3,167.6%
UNP vs OVV
+146.7%
+3,020.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.5% |
| 7D | -4.6% | -16.7% | +12.1% | -0.9% |
| 30D | +5.6% | -1.5% | +7.1% | +5.7% |
| 3M | -1.3% | +1.6% | -2.9% | -2.1% |
| 6M | +9.2% | +2.0% | +7.2% | +7.9% |
| YTD | +27.3% | +56.8% | -29.5% | +13.9% |
| 1Y | +35.9% | +64.8% | -28.9% | +20.1% |
| 3Y | +45.5% | +38.3% | +7.2% | +30.0% |
| 5Y | +36.0% | +84.9% | -48.9% | +7.7% |
| 10Y | +307.2% | +54.5% | +252.7% | +147.4% |
| All | +3,167.6% | +146.7% | +3,020.9% | +1,663.7% |
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