+167.2%
MMM vs OVV
+46.2%
+120.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +5.8% | -10.7% | +16.5% | +7.4% |
| 30D | +17.9% | -5.3% | +23.2% | +18.4% |
| 3M | +3.6% | +2.4% | +1.2% | +2.5% |
| 6M | +32.9% | +5.7% | +27.3% | +30.2% |
| YTD | +19.5% | +56.8% | -37.3% | +5.4% |
| 1Y | +16.5% | +59.3% | -42.7% | +2.2% |
| 3Y | +167.2% | +49.0% | +118.2% | +126.8% |
| All | +167.2% | +46.2% | +120.9% | +126.8% |
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