+2,967.4%
SMCI vs OVV
-23.3%
+2,990.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | -6.6% | +8.0% | -14.6% | -8.3% |
| 30D | -24.9% | -2.0% | -22.9% | -24.7% |
| 3M | -31.4% | +5.4% | -36.8% | -32.7% |
| 6M | -16.0% | +14.3% | -30.3% | -19.7% |
| YTD | -8.2% | +69.4% | -77.6% | -20.7% |
| 1Y | -23.4% | +72.4% | -95.8% | -34.2% |
| 3Y | +5.0% | +58.4% | -53.3% | -9.2% |
| 5Y | +515.0% | +106.1% | +408.9% | +377.9% |
| 10Y | +953.7% | +59.6% | +894.1% | +555.4% |
| All | +2,967.4% | -23.3% | +2,990.7% | +1,623.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling