+14.6%
TMUS vs OVV
+35.0%
-20.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.9% | +3.7% | +1.0% |
| 7D | +9.0% | -14.9% | +23.9% | +9.4% |
| 30D | -3.2% | -0.9% | -2.3% | -3.4% |
| 3M | -6.9% | +5.6% | -12.5% | -7.2% |
| 6M | -16.4% | -2.5% | -13.9% | -16.6% |
| YTD | -19.6% | +57.8% | -77.5% | -20.5% |
| 1Y | -19.9% | +70.1% | -90.0% | -20.9% |
| All | +14.6% | +35.0% | -20.3% | +15.0% |
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