+72.0%
OVV vs MUB
+0.1%
+71.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -6.1% | -4.7% |
| 7D | -12.1% | +0.6% | -12.7% | -11.0% |
| 30D | +2.9% | +3.2% | -0.3% | +10.1% |
| 3M | +3.7% | -1.1% | +4.7% | -4.1% |
| 6M | +0.6% | -1.1% | +1.7% | -6.8% |
| YTD | +62.5% | -0.5% | +62.9% | +48.3% |
| 1Y | +72.0% | 0.0% | +72.1% | +56.0% |
| All | +72.0% | +0.1% | +71.9% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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