-2.7%
SMCI vs OVV
+61.5%
-64.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.3% | +4.6% |
| 7D | +6.8% | +0.3% | +6.5% | +6.7% |
| 30D | +30.6% | +11.7% | +18.8% | +29.8% |
| 3M | -15.6% | +9.8% | -25.4% | -16.3% |
| 6M | +21.3% | +26.6% | -5.3% | +12.5% |
| YTD | +35.3% | +67.0% | -31.8% | +14.8% |
| 1Y | -2.7% | +55.9% | -58.7% | -15.1% |
| All | -2.7% | +61.5% | -64.3% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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