+3,161.5%
UNP vs OVV
+162.8%
+2,998.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | -5.3% | +0.3% | -5.6% | -5.4% |
| 30D | -1.5% | +11.7% | -13.3% | -4.0% |
| 3M | +10.3% | +9.8% | +0.5% | +7.6% |
| 6M | +9.7% | +26.6% | -16.9% | +3.3% |
| YTD | +27.1% | +67.0% | -39.9% | +12.6% |
| 1Y | +32.6% | +55.9% | -23.3% | +18.7% |
| 3Y | +40.0% | +45.5% | -5.5% | +23.9% |
| 5Y | +50.8% | +157.3% | -106.5% | +11.1% |
| 10Y | +278.6% | +65.0% | +213.6% | +126.3% |
| All | +3,161.5% | +162.8% | +2,998.7% | +1,642.5% |
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