+189.8%
MU vs OVV
+67.1%
+122.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.8% | +5.0% |
| 7D | -22.0% | -16.7% | -5.3% | -24.5% |
| 30D | -36.6% | -1.5% | -35.1% | -36.0% |
| 3M | -21.7% | +1.6% | -23.3% | -20.3% |
| 6M | +3.5% | +2.0% | +1.5% | +5.8% |
| YTD | +141.9% | +56.8% | +85.1% | +155.4% |
| 1Y | +189.8% | +64.8% | +125.0% | +203.3% |
| All | +189.8% | +67.1% | +122.8% | +203.3% |
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