+808.8%
MU vs OVV
+35.0%
+773.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.9% | -14.6% | -16.5% |
| 7D | -29.7% | -14.9% | -14.8% | -25.9% |
| 30D | -37.2% | -0.9% | -36.3% | -37.0% |
| 3M | -26.5% | +5.6% | -32.1% | -28.4% |
| 6M | +2.6% | -2.5% | +5.0% | +2.0% |
| YTD | +130.1% | +57.8% | +72.3% | +80.3% |
| 1Y | +176.7% | +70.1% | +106.6% | +107.1% |
| All | +808.8% | +35.0% | +773.9% | +617.1% |
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