+155.0%
OVV vs IBN
+4,052.1%
-3,897.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.8% | -2.0% |
| 7D | -16.7% | +15.1% | -31.7% | -20.5% |
| 30D | -1.5% | +21.6% | -23.1% | -7.8% |
| 3M | +1.6% | +11.2% | -9.6% | -2.3% |
| 6M | +2.0% | +27.8% | -25.7% | -6.5% |
| YTD | +56.8% | +14.7% | +42.1% | +47.5% |
| 1Y | +64.8% | +14.4% | +50.4% | +55.2% |
| 3Y | +38.3% | +52.1% | -13.8% | +16.7% |
| 5Y | +84.9% | +70.7% | +14.2% | +49.5% |
| 10Y | +54.5% | +385.5% | -331.0% | -8.1% |
| All | +155.0% | +4,052.1% | -3,897.1% | -7.5% |
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