+83.5%
OVV vs IBB
+37.5%
+46.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -1.4% |
| 7D | -16.7% | -1.8% | -14.8% | -16.1% |
| 30D | -1.5% | +5.1% | -6.6% | -3.9% |
| 3M | +1.6% | +10.7% | -9.1% | -3.7% |
| 6M | +2.0% | +22.9% | -20.9% | -8.4% |
| YTD | +56.8% | +26.7% | +30.1% | +37.2% |
| 1Y | +64.8% | +35.1% | +29.7% | +38.8% |
| 3Y | +38.3% | +80.2% | -41.9% | -4.0% |
| All | +83.5% | +37.5% | +46.0% | +44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling