+23.0%
MMM vs OVV
+75.2%
-52.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -5.6% | +15.2% | +8.8% |
| 7D | +12.2% | -12.1% | +24.4% | +10.7% |
| 30D | +18.8% | +2.9% | +16.0% | +18.9% |
| 3M | +7.4% | +3.7% | +3.7% | +7.8% |
| 6M | +38.3% | +0.6% | +37.7% | +38.6% |
| YTD | +22.9% | +62.5% | -39.6% | +19.8% |
| 1Y | +23.0% | +72.0% | -49.0% | +21.0% |
| All | +23.0% | +75.2% | -52.2% | +21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling