+683.8%
TEL vs OVV
-38.7%
+722.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.4% | 0.0% |
| 7D | +3.0% | +0.3% | +2.7% | +2.9% |
| 30D | -3.9% | +11.7% | -15.7% | -6.4% |
| 3M | -5.1% | +9.8% | -14.9% | -7.6% |
| 6M | +0.6% | +26.6% | -26.0% | -5.8% |
| YTD | -7.3% | +67.0% | -74.3% | -18.7% |
| 1Y | +1.1% | +55.9% | -54.8% | -10.3% |
| 3Y | +63.7% | +45.5% | +18.2% | +44.1% |
| 5Y | +50.7% | +157.3% | -106.7% | +10.7% |
| 10Y | +290.2% | +65.0% | +225.2% | +135.8% |
| All | +683.8% | -38.7% | +722.5% | +410.7% |
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