+54.8%
OVV vs IBB
+127.7%
-73.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.2% | +4.4% | +3.7% |
| 7D | +6.5% | +1.6% | +4.9% | +5.2% |
| 30D | -2.7% | +6.7% | -9.4% | -7.5% |
| 3M | +3.1% | +6.3% | -3.2% | -2.7% |
| 6M | +12.8% | +23.9% | -11.1% | -5.6% |
| YTD | +68.1% | +26.6% | +41.6% | +36.3% |
| 1Y | +73.6% | +29.6% | +44.0% | +38.0% |
| 3Y | +57.6% | +86.1% | -28.5% | -8.7% |
| 5Y | +104.5% | +40.3% | +64.2% | +47.3% |
| All | +54.8% | +127.7% | -73.0% | -15.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling