+120.5%
URI vs OVV
+45.7%
+74.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.4% | +2.2% |
| 7D | -2.0% | +0.3% | -2.2% | -2.1% |
| 30D | -12.9% | +11.7% | -24.7% | -16.2% |
| 3M | -6.7% | +9.8% | -16.5% | -10.2% |
| 6M | +19.0% | +26.6% | -7.6% | +7.4% |
| YTD | +25.5% | +67.0% | -41.5% | +1.0% |
| 1Y | +5.5% | +55.9% | -50.4% | -13.4% |
| All | +120.5% | +45.7% | +74.9% | +77.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling