+64.7%
OVV vs IRE
-97.4%
+162.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +12.1% | -9.1% | +3.1% |
| 7D | +1.2% | -15.1% | +16.4% | +1.2% |
| 30D | -2.5% | -71.4% | +68.8% | -3.4% |
| 3M | +0.5% | -81.2% | +81.7% | -0.7% |
| 6M | +8.5% | -93.7% | +102.2% | +7.5% |
| YTD | +64.5% | -92.2% | +156.7% | +59.5% |
| 1Y | +64.7% | -97.3% | +161.9% | +66.2% |
| All | +64.7% | -97.4% | +162.1% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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