+2,981.5%
MUU vs OVV
+61.5%
+2,919.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.7% | +13.3% | +11.1% |
| 7D | +17.4% | +0.3% | +17.1% | +17.5% |
| 30D | +24.0% | +11.7% | +12.2% | +28.3% |
| 3M | -23.9% | +9.8% | -33.7% | -21.4% |
| 6M | +284.4% | +26.6% | +257.9% | +294.8% |
| YTD | +583.7% | +67.0% | +516.7% | +601.1% |
| 1Y | +2,981.5% | +55.9% | +2,925.6% | +3,001.6% |
| All | +2,981.5% | +61.5% | +2,919.9% | +3,001.6% |
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 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