+93.4%
SMH vs OVV
+59.6%
+33.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | +4.3% | -3.8% | +8.1% | +4.0% |
| 30D | +0.9% | +1.3% | -0.4% | +1.0% |
| 3M | -2.8% | +14.3% | -17.2% | -1.7% |
| 6M | +45.6% | +21.1% | +24.5% | +45.5% |
| YTD | +59.5% | +66.0% | -6.6% | +55.2% |
| 1Y | +93.4% | +59.3% | +34.2% | +89.2% |
| All | +93.4% | +59.6% | +33.8% | +89.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling