+11.5%
SPMO vs OVV
+75.2%
-63.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.6% | +4.8% | -1.4% |
| 7D | -8.9% | -12.1% | +3.2% | -10.0% |
| 30D | -13.8% | +2.9% | -16.7% | -13.2% |
| 3M | -12.5% | +3.7% | -16.2% | -11.8% |
| 6M | -1.5% | +0.6% | -2.1% | -0.8% |
| YTD | +11.3% | +62.5% | -51.1% | +13.5% |
| 1Y | +11.5% | +72.0% | -60.6% | +13.5% |
| All | +11.5% | +75.2% | -63.7% | +13.5% |
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