+485.0%
SPMO vs OVV
+75.2%
+409.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | -1.9% | -10.7% | +8.8% | -0.8% |
| 30D | -14.1% | -5.3% | -8.8% | -13.7% |
| 3M | -13.1% | +2.4% | -15.5% | -13.5% |
| 6M | -9.4% | +5.7% | -15.0% | -10.2% |
| YTD | +9.5% | +56.8% | -47.2% | +3.8% |
| 1Y | +10.5% | +59.3% | -48.8% | +4.5% |
| 3Y | +124.4% | +49.0% | +75.4% | +111.4% |
| 5Y | +110.5% | +88.1% | +22.4% | +91.6% |
| 10Y | +450.3% | +42.5% | +407.7% | +334.9% |
| All | +485.0% | +75.2% | +409.8% | +362.9% |
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