+1,138.0%
MUU vs OVV
+51.0%
+1,087.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | 0.0% | +12.5% | +12.5% |
| 7D | -27.2% | -10.7% | -16.4% | -20.4% |
| 30D | -54.0% | -5.3% | -48.8% | -52.0% |
| 3M | -41.4% | +2.4% | -43.8% | -43.4% |
| 6M | -42.5% | +5.7% | -48.1% | -47.5% |
| YTD | +211.2% | +56.8% | +154.4% | +71.5% |
| 1Y | +313.4% | +59.3% | +254.1% | +118.8% |
| All | +1,138.0% | +51.0% | +1,087.0% | +630.3% |
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 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