+48.2%
OVV vs SIMO
+418.6%
-370.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +8.7% | -10.4% | -2.7% |
| 7D | +0.3% | +4.2% | -4.0% | -0.2% |
| 30D | +11.7% | +4.1% | +7.6% | +10.7% |
| 3M | +9.8% | -12.9% | +22.7% | +10.1% |
| 6M | +26.6% | +110.3% | -83.8% | +8.1% |
| YTD | +67.0% | +178.6% | -111.5% | +31.8% |
| 1Y | +55.9% | +220.0% | -164.1% | +16.7% |
| All | +48.2% | +418.6% | -370.3% | -2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling