-7.2%
MTZ vs OVV
+70.1%
-77.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -2.0% |
| 7D | +16.5% | +6.5% | +9.9% | +17.2% |
| 30D | -10.2% | -2.7% | -7.5% | -10.5% |
| 3M | -34.2% | +3.1% | -37.3% | -33.6% |
| 6M | -56.0% | +12.8% | -68.8% | -55.1% |
| YTD | -14.8% | +68.1% | -83.0% | -8.9% |
| 1Y | -7.2% | +73.6% | -80.9% | -0.6% |
| All | -7.2% | +70.1% | -77.3% | -0.6% |
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