+1,770.3%
SMCI vs OVV
+56.5%
+1,713.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +7.4% |
| 7D | +1.3% | -1.7% | +2.9% | +1.6% |
| 30D | +6.6% | +0.8% | +5.8% | +6.4% |
| 3M | +25.4% | +13.3% | +12.2% | +22.2% |
| 6M | +26.1% | +16.9% | +9.2% | +21.1% |
| YTD | +37.0% | +64.3% | -27.3% | +23.1% |
| 1Y | -8.8% | +54.2% | -62.9% | -17.2% |
| 3Y | +44.6% | +51.3% | -6.7% | +30.0% |
| 5Y | +995.9% | +154.3% | +841.7% | +782.8% |
| All | +1,770.3% | +56.5% | +1,713.8% | +1,206.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling