+258.0%
UPS vs OVV
+162.8%
+95.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | -0.9% |
| 7D | -2.9% | +0.3% | -3.1% | -2.9% |
| 30D | -3.5% | +11.7% | -15.2% | -5.1% |
| 3M | -5.7% | +9.8% | -15.5% | -7.2% |
| 6M | -4.4% | +26.6% | -30.9% | -8.1% |
| YTD | +8.0% | +67.0% | -59.0% | -0.4% |
| 1Y | +29.0% | +55.9% | -26.9% | +19.8% |
| 3Y | -27.7% | +45.5% | -73.2% | -33.3% |
| 5Y | -34.3% | +157.3% | -191.7% | -45.7% |
| 10Y | +37.8% | +65.0% | -27.2% | +0.8% |
| All | +258.0% | +162.8% | +95.2% | +126.2% |
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