+2,620.0%
MUU vs OVV
+60.9%
+2,559.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.7% | +13.3% | +12.9% |
| 7D | +17.4% | +0.3% | +17.1% | +16.9% |
| 30D | +24.0% | +11.7% | +12.2% | +12.9% |
| 3M | -23.9% | +9.8% | -33.7% | -30.9% |
| 6M | +284.4% | +26.6% | +257.9% | +185.4% |
| YTD | +583.7% | +67.0% | +516.7% | +262.2% |
| 1Y | +2,981.5% | +55.9% | +2,925.6% | +1,610.0% |
| All | +2,620.0% | +60.9% | +2,559.1% | +1,442.3% |
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