+2,577.5%
MUU vs OVV
+57.1%
+2,520.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -3.3% |
| 7D | +13.9% | -3.7% | +17.6% | +12.8% |
| 30D | +24.8% | +8.0% | +16.8% | +27.6% |
| 3M | -15.7% | +11.3% | -27.0% | -12.9% |
| 6M | +338.9% | +24.0% | +314.9% | +344.1% |
| YTD | +563.2% | +65.3% | +497.8% | +557.0% |
| 1Y | +2,577.5% | +60.2% | +2,517.3% | +2,583.4% |
| All | +2,577.5% | +57.1% | +2,520.4% | +2,583.4% |
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