+52.8%
TMUS vs OVV
+104.2%
-51.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.0% | -1.2% | +1.6% |
| 7D | +8.2% | +1.2% | +6.9% | +8.1% |
| 30D | +13.4% | -2.5% | +15.9% | +13.4% |
| 3M | -3.0% | +0.5% | -3.5% | -3.2% |
| 6M | -8.8% | +8.5% | -17.3% | -9.5% |
| YTD | -13.8% | +64.5% | -78.3% | -16.8% |
| 1Y | -17.1% | +64.7% | -81.7% | -20.0% |
| 3Y | +22.7% | +54.1% | -31.5% | +17.5% |
| 5Y | +52.8% | +95.4% | -42.6% | +41.6% |
| All | +52.8% | +104.2% | -51.3% | +41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling