-34.7%
OVV vs MUB
+76.3%
-111.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.7% |
| 7D | +0.3% | -0.9% | +1.1% | +0.2% |
| 30D | +11.7% | -1.4% | +13.2% | +11.7% |
| 3M | +9.8% | -2.2% | +12.0% | +9.7% |
| 6M | +26.6% | -1.9% | +28.4% | +26.5% |
| YTD | +67.0% | -0.8% | +67.8% | +66.9% |
| 1Y | +55.9% | +2.7% | +53.2% | +55.8% |
| 3Y | +45.5% | +8.6% | +36.9% | +45.2% |
| 5Y | +157.3% | +2.0% | +155.3% | +155.9% |
| 10Y | +65.0% | +17.9% | +47.1% | +64.3% |
| All | -34.7% | +76.3% | -111.0% | -48.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling