+72.0%
OVV vs IBB
+42.2%
+29.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.6% | -8.2% | -5.0% |
| 7D | -12.1% | +2.2% | -14.3% | -11.6% |
| 30D | +2.9% | +6.3% | -3.5% | +4.4% |
| 3M | +3.7% | +16.3% | -12.6% | +7.3% |
| 6M | +0.6% | +30.0% | -29.4% | +7.0% |
| YTD | +62.5% | +31.1% | +31.3% | +72.2% |
| 1Y | +72.0% | +42.0% | +30.1% | +81.4% |
| All | +72.0% | +42.2% | +29.8% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling