+171.6%
OVV vs IBN
+3,612.3%
-3,440.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.5% |
| 7D | +0.3% | +1.4% | -1.1% | -0.2% |
| 30D | +11.7% | -0.3% | +12.1% | +11.8% |
| 3M | +9.8% | +17.1% | -7.3% | +4.0% |
| 6M | +26.6% | +3.4% | +23.2% | +23.9% |
| YTD | +67.0% | +2.5% | +64.5% | +63.5% |
| 1Y | +55.9% | -4.2% | +60.1% | +55.7% |
| 3Y | +45.5% | +32.4% | +13.1% | +28.8% |
| 5Y | +157.3% | +59.2% | +98.2% | +113.1% |
| 10Y | +65.0% | +345.7% | -280.7% | +0.9% |
| All | +171.6% | +3,612.3% | -3,440.6% | +2.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling