+210.5%
OVV vs BBIO
+136.7%
+73.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -1.7% | -3.2% | +1.6% | -1.3% |
| 30D | +0.8% | -13.6% | +14.4% | +2.5% |
| 3M | +13.3% | +7.2% | +6.0% | +12.0% |
| 6M | +16.9% | +1.5% | +15.4% | +15.9% |
| YTD | +64.3% | -5.3% | +69.6% | +63.5% |
| 1Y | +54.2% | +37.7% | +16.5% | +45.9% |
| 3Y | +51.3% | +153.9% | -102.6% | +28.8% |
| 5Y | +154.3% | +43.9% | +110.4% | +97.0% |
| All | +210.5% | +136.7% | +73.8% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 10y: compounded portfolio wealth divided by compounded BBIO 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…
10y analysis · Full analysis span regression · 6 months rolling