+38.3%
OVV vs SIMO
+214.6%
-176.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.8% | -1.0% |
| 7D | -16.7% | -22.0% | +5.3% | -14.8% |
| 30D | -1.5% | -43.0% | +41.5% | +3.2% |
| 3M | +1.6% | -39.1% | +40.7% | +4.9% |
| 6M | +2.0% | -33.3% | +35.3% | +2.4% |
| YTD | +56.8% | +77.0% | -20.2% | +27.1% |
| 1Y | +64.8% | +73.0% | -8.2% | +34.1% |
| 3Y | +38.3% | +215.7% | -177.5% | -9.8% |
| All | +38.3% | +214.6% | -176.3% | -9.8% |
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