+59.3%
OVV vs SIMO
+80.9%
-21.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.7% | -5.7% | -0.1% |
| 7D | -10.7% | -8.2% | -2.6% | -10.6% |
| 30D | -5.3% | -34.6% | +29.3% | -5.1% |
| 3M | +2.4% | -32.6% | +35.0% | +2.4% |
| 6M | +5.7% | -31.8% | +37.5% | +5.5% |
| YTD | +56.8% | +87.6% | -30.9% | +56.3% |
| All | +59.3% | +80.9% | -21.6% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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