+62.2%
OVV vs IBN
+16.2%
+46.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +2.3% |
| 7D | -7.3% | +15.8% | -23.0% | -1.1% |
| 30D | -3.6% | +25.1% | -28.6% | +6.1% |
| 3M | -2.6% | +16.0% | -18.6% | +3.8% |
| 6M | +7.6% | +32.8% | -25.2% | +22.5% |
| YTD | +59.6% | +18.0% | +41.6% | +76.5% |
| 1Y | +62.2% | +15.9% | +46.3% | +83.1% |
| All | +62.2% | +16.2% | +46.1% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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