+573.2%
SPMO vs OVV
+86.6%
+486.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +1.7% |
| 7D | +2.0% | +0.3% | +1.7% | +2.0% |
| 30D | -0.4% | +11.7% | -12.1% | -1.5% |
| 3M | -1.9% | +9.8% | -11.7% | -3.0% |
| 6M | +25.0% | +26.6% | -1.5% | +21.5% |
| YTD | +26.0% | +67.0% | -41.0% | +18.8% |
| 1Y | +28.7% | +55.9% | -27.2% | +22.0% |
| 3Y | +160.9% | +45.5% | +115.4% | +146.3% |
| 5Y | +147.9% | +157.3% | -9.4% | +120.2% |
| 10Y | +518.9% | +65.0% | +453.9% | +386.9% |
| All | +573.2% | +86.6% | +486.6% | +430.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling