+43.4%
SMCI vs OVV
+47.2%
-3.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.0% |
| 7D | +9.7% | -3.7% | +13.4% | +10.9% |
| 30D | +29.3% | +8.0% | +21.3% | +25.8% |
| 3M | -8.5% | +11.3% | -19.7% | -12.5% |
| 6M | +28.6% | +24.0% | +4.6% | +15.4% |
| YTD | +37.5% | +65.3% | -27.8% | +9.0% |
| 1Y | +0.5% | +60.2% | -59.6% | -19.7% |
| 3Y | +43.4% | +46.9% | -3.5% | +8.6% |
| All | +43.4% | +47.2% | -3.8% | +8.6% |
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 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