+58.4%
OVV vs IBN
+57.3%
+1.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.8% |
| 7D | +8.0% | +1.9% | +6.2% | +8.1% |
| 30D | -2.0% | +22.1% | -24.1% | -1.3% |
| 3M | +5.4% | +17.1% | -11.7% | +6.2% |
| 6M | +14.3% | +35.5% | -21.3% | +15.0% |
| YTD | +69.4% | +16.8% | +52.6% | +72.4% |
| 1Y | +72.4% | +12.4% | +60.0% | +76.6% |
| 3Y | +58.4% | +58.0% | +0.3% | +55.7% |
| All | +58.4% | +57.3% | +1.0% | +55.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling