+73.6%
OVV vs SMTC
+59.8%
+13.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.6% | +6.9% | +2.1% |
| 7D | +6.5% | +30.5% | -23.9% | +7.3% |
| 30D | -2.7% | -30.9% | +28.2% | -4.3% |
| 3M | +3.1% | -14.7% | +17.8% | +3.0% |
| 6M | +12.8% | -9.6% | +22.4% | +14.9% |
| YTD | +68.1% | +62.1% | +6.0% | +83.1% |
| 1Y | +73.6% | +66.6% | +7.1% | +90.8% |
| All | +73.6% | +59.8% | +13.8% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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