+150.2%
SPMO vs OVV
+153.1%
-2.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | +3.4% | -3.7% | +7.1% | +4.1% |
| 30D | +0.5% | +8.0% | -7.5% | -0.9% |
| 3M | +1.9% | +11.3% | -9.4% | -0.4% |
| 6M | +27.8% | +24.0% | +3.8% | +21.6% |
| YTD | +26.7% | +65.3% | -38.7% | +13.4% |
| 1Y | +28.9% | +60.2% | -31.3% | +15.7% |
| 3Y | +160.7% | +46.9% | +113.7% | +131.8% |
| 5Y | +150.2% | +158.7% | -8.5% | +94.2% |
| All | +150.2% | +153.1% | -2.9% | +94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling