-80.9%
SMR vs OVV
+58.4%
-139.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | 0.0% | +7.1% | +7.1% |
| 7D | +1.7% | -10.7% | +12.4% | -1.0% |
| 30D | -24.4% | -5.3% | -19.2% | -25.0% |
| 3M | -44.6% | +2.4% | -47.0% | -43.7% |
| 6M | -56.7% | +5.7% | -62.3% | -55.5% |
| YTD | -61.6% | +56.8% | -118.4% | -66.0% |
| All | -80.9% | +58.4% | -139.3% | -83.4% |
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