+39.2%
OVV vs IBB
+75.6%
-36.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.0% | +2.2% | -1.5% |
| 7D | -14.9% | -3.6% | -11.3% | -14.0% |
| 30D | -0.9% | +3.4% | -4.3% | -2.0% |
| 3M | +5.6% | +9.5% | -3.9% | +2.0% |
| 6M | -2.5% | +23.3% | -25.8% | -10.2% |
| YTD | +57.8% | +24.5% | +33.3% | +43.4% |
| 1Y | +70.1% | +32.9% | +37.2% | +48.9% |
| All | +39.2% | +75.6% | -36.4% | -2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling