+212.5%
OVV vs BBIO
+144.2%
+68.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -3.7% | -2.4% | -1.4% | -3.5% |
| 30D | +8.0% | -11.5% | +19.5% | +9.5% |
| 3M | +11.3% | +11.0% | +0.3% | +9.6% |
| 6M | +24.0% | +14.4% | +9.6% | +21.0% |
| YTD | +65.3% | -2.3% | +67.6% | +63.9% |
| 1Y | +60.2% | +37.7% | +22.5% | +51.6% |
| 3Y | +46.9% | +163.1% | -116.2% | +24.5% |
| 5Y | +158.7% | +49.5% | +109.2% | +99.3% |
| All | +212.5% | +144.2% | +68.2% | +86.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling