+3,273.8%
MU vs OVV
+162.8%
+3,111.0%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.8% | +6.6% |
| 7D | +9.0% | +0.3% | +8.7% | +8.8% |
| 30D | +13.8% | +11.7% | +2.1% | +9.8% |
| 3M | +2.1% | +9.8% | -7.7% | -1.5% |
| 6M | +153.8% | +26.6% | +127.2% | +132.1% |
| YTD | +256.4% | +67.0% | +189.4% | +197.8% |
| 1Y | +719.8% | +55.9% | +663.8% | +595.1% |
| 3Y | +1,360.4% | +45.5% | +1,314.9% | +1,147.4% |
| 5Y | +1,312.4% | +157.3% | +1,155.1% | +837.2% |
| 10Y | +6,142.6% | +65.0% | +6,077.6% | +3,083.8% |
| All | +3,273.8% | +162.8% | +3,111.0% | +1,037.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling