+59.3%
OVV vs SMTC
+57.1%
+2.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.8% | -12.9% | +0.3% |
| 7D | -10.7% | -4.8% | -5.9% | -10.8% |
| 30D | -5.3% | -37.8% | +32.5% | -7.4% |
| 3M | +2.4% | -16.5% | +18.9% | +2.2% |
| 6M | +5.7% | -4.4% | +10.1% | +8.5% |
| YTD | +56.8% | +58.0% | -1.3% | +70.6% |
| All | +59.3% | +57.1% | +2.2% | +74.9% |
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