+42.5%
OVV vs BIIB
-18.3%
+60.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.7% | -0.5% |
| 7D | -10.7% | +2.4% | -13.1% | -11.1% |
| 30D | -5.3% | +12.9% | -18.2% | -7.3% |
| 3M | +2.4% | +22.6% | -20.2% | -1.4% |
| 6M | +5.7% | +31.7% | -26.1% | 0.0% |
| YTD | +56.8% | +44.8% | +11.9% | +45.3% |
| 1Y | +59.3% | +63.9% | -4.6% | +44.3% |
| 3Y | +49.0% | +13.5% | +35.5% | +41.8% |
| 5Y | +88.1% | -5.6% | +93.7% | +81.7% |
| 10Y | +42.5% | -20.3% | +62.9% | +33.3% |
| All | +42.5% | -18.3% | +60.9% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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