+74.9%
USAR vs OVV
+85.3%
-10.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.3% | -0.7% |
| 7D | -2.1% | +0.3% | -2.4% | -2.1% |
| 30D | +2.6% | +11.7% | -9.1% | +4.2% |
| 3M | -35.0% | +9.8% | -44.8% | -34.0% |
| 6M | -6.9% | +26.6% | -33.4% | -4.3% |
| YTD | +48.0% | +67.0% | -19.0% | +56.3% |
| 1Y | +24.8% | +55.9% | -31.1% | +30.5% |
| 3Y | +73.2% | +45.5% | +27.7% | +86.2% |
| All | +74.9% | +85.3% | -10.4% | +88.0% |
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