+72.4%
OVV vs IBB
+29.7%
+42.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.7% |
| 7D | +8.0% | -0.5% | +8.6% | +7.9% |
| 30D | -2.0% | +4.6% | -6.6% | -0.9% |
| 3M | +5.4% | +6.8% | -1.4% | +7.2% |
| 6M | +14.3% | +23.1% | -8.8% | +20.2% |
| YTD | +69.4% | +26.0% | +43.4% | +77.6% |
| 1Y | +72.4% | +30.4% | +42.0% | +77.4% |
| All | +72.4% | +29.7% | +42.7% | +77.4% |
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