+60.2%
OVV vs SMTC
+166.5%
-106.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +10.0% | -11.0% | -0.7% |
| 7D | -3.7% | +22.9% | -26.7% | -3.1% |
| 30D | +8.0% | +16.6% | -8.7% | +8.6% |
| 3M | +11.3% | +2.4% | +8.9% | +11.7% |
| 6M | +24.0% | +98.3% | -74.3% | +29.0% |
| YTD | +65.3% | +120.7% | -55.4% | +71.5% |
| 1Y | +60.2% | +168.3% | -108.1% | +65.4% |
| All | +60.2% | +166.5% | -106.3% | +65.4% |
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