+921.6%
SMCI vs OVV
+149.9%
+771.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.8% |
| 7D | -1.3% | -2.9% | +1.6% | -0.6% |
| 30D | +18.3% | +0.9% | +17.4% | +17.8% |
| 3M | +27.7% | +11.0% | +16.7% | +23.5% |
| 6M | +17.6% | +22.3% | -4.7% | +9.0% |
| YTD | +27.7% | +65.1% | -37.4% | +8.2% |
| 1Y | -14.9% | +53.1% | -68.0% | -26.5% |
| 3Y | +33.2% | +46.7% | -13.5% | +12.9% |
| 5Y | +921.6% | +155.5% | +766.1% | +650.2% |
| All | +921.6% | +149.9% | +771.7% | +650.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling