+35.2%
SMH vs OVV
+61.3%
-26.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -0.6% |
| 7D | -6.7% | -7.3% | +0.5% | -7.7% |
| 30D | -19.8% | -3.6% | -16.3% | -19.9% |
| 3M | -15.1% | -2.6% | -12.4% | -14.9% |
| 6M | -14.6% | +7.6% | -22.2% | -12.9% |
| YTD | +34.3% | +59.6% | -25.3% | +36.7% |
| 1Y | +35.2% | +62.2% | -27.0% | +38.5% |
| All | +35.2% | +61.3% | -26.1% | +38.5% |
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