+106.0%
OVV vs MUB
+2.5%
+103.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +0.7% |
| 7D | +8.0% | -1.3% | +9.3% | +7.7% |
| 30D | -2.0% | +2.2% | -4.2% | -1.7% |
| 3M | +5.4% | -1.6% | +7.0% | +5.0% |
| 6M | +14.3% | -1.3% | +15.5% | +13.9% |
| YTD | +69.4% | -0.7% | +70.1% | +68.6% |
| 1Y | +72.4% | -0.2% | +72.6% | +71.4% |
| 3Y | +58.4% | +9.6% | +48.7% | +54.3% |
| All | +106.0% | +2.5% | +103.5% | +80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling