+906.2%
MU vs OVV
+46.2%
+859.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | -12.0% | -10.7% | -1.3% | -8.6% |
| 30D | -28.7% | -5.3% | -23.4% | -27.5% |
| 3M | -16.4% | +2.4% | -18.8% | -17.7% |
| 6M | -1.8% | +5.7% | -7.4% | -5.4% |
| YTD | +157.1% | +56.8% | +100.3% | +101.5% |
| 1Y | +208.5% | +59.3% | +149.2% | +138.4% |
| 3Y | +906.2% | +49.0% | +857.2% | +684.3% |
| All | +906.2% | +46.2% | +859.9% | +684.3% |
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 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