-10.5%
TEM vs OVV
+75.2%
-85.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.6% | +2.8% | -3.5% |
| 7D | -1.3% | -12.1% | +10.8% | -2.9% |
| 30D | -9.5% | +2.9% | -12.4% | -9.9% |
| 3M | +60.7% | +3.7% | +57.0% | +60.8% |
| 6M | +35.5% | +0.6% | +34.9% | +37.8% |
| YTD | +28.0% | +62.5% | -34.4% | +26.0% |
| 1Y | -10.5% | +72.0% | -82.5% | -12.1% |
| All | -10.5% | +75.2% | -85.7% | -12.1% |
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