+156.7%
OVV vs IBB
+832.2%
-675.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.0% | +2.2% | 0.0% |
| 7D | -14.9% | -3.6% | -11.3% | -13.2% |
| 30D | -0.9% | +3.4% | -4.3% | -3.2% |
| 3M | +5.6% | +9.5% | -3.9% | -0.8% |
| 6M | -2.5% | +23.3% | -25.8% | -15.2% |
| YTD | +57.8% | +24.5% | +33.3% | +35.1% |
| 1Y | +70.1% | +32.9% | +37.2% | +39.9% |
| 3Y | +35.1% | +76.6% | -41.4% | -7.3% |
| 5Y | +86.1% | +35.5% | +50.6% | +47.4% |
| 10Y | +55.5% | +156.7% | -101.2% | -6.0% |
| All | +156.7% | +832.2% | -675.5% | -29.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling