+19.0%
SMCI vs OVV
+54.1%
-35.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +3.0% | +6.5% | +8.6% |
| 7D | +2.8% | +1.2% | +1.6% | +2.5% |
| 30D | -23.9% | -2.5% | -21.4% | -23.5% |
| 3M | -3.7% | +0.5% | -4.2% | -4.8% |
| 6M | -9.2% | +8.5% | -17.7% | -13.4% |
| YTD | +4.0% | +64.5% | -60.5% | -19.5% |
| 1Y | -21.6% | +64.7% | -86.3% | -39.5% |
| All | +19.0% | +54.1% | -35.2% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling