+718.1%
TEL vs OVV
-41.4%
+759.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.8% |
| 7D | -0.9% | -7.3% | +6.4% | +0.7% |
| 30D | -0.2% | -3.6% | +3.3% | +0.3% |
| 3M | +2.0% | -2.6% | +4.7% | +2.1% |
| 6M | +6.4% | +7.6% | -1.1% | +3.5% |
| YTD | -3.2% | +59.6% | -62.9% | -14.7% |
| 1Y | -11.2% | +62.2% | -73.4% | -22.1% |
| 3Y | +79.8% | +49.6% | +30.2% | +57.1% |
| 5Y | +46.6% | +98.9% | -52.4% | +13.9% |
| 10Y | +288.1% | +45.1% | +243.0% | +144.1% |
| All | +718.1% | -41.4% | +759.5% | +435.9% |
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