+265.1%
MU vs OVV
+75.2%
+190.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -5.6% | -1.4% | -8.0% |
| 7D | -19.1% | -12.1% | -7.0% | -21.1% |
| 30D | -25.2% | +2.9% | -28.1% | -24.1% |
| 3M | -10.9% | +3.7% | -14.6% | -9.0% |
| 6M | +38.0% | +0.6% | +37.4% | +40.6% |
| YTD | +178.8% | +62.5% | +116.4% | +203.0% |
| 1Y | +265.1% | +72.0% | +193.1% | +301.0% |
| All | +265.1% | +75.2% | +190.0% | +301.0% |
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 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