+72.4%
OVV vs IRE
-98.0%
+170.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -33.9% | +31.1% | -3.1% |
| 7D | -14.9% | -57.1% | +42.2% | -15.5% |
| 30D | -0.9% | -84.4% | +83.5% | -2.6% |
| 3M | +5.6% | -85.0% | +90.5% | +3.9% |
| 6M | -2.5% | -95.2% | +92.8% | -4.0% |
| YTD | +57.8% | -93.9% | +151.8% | +54.3% |
| 1Y | +70.1% | -98.8% | +168.9% | +62.0% |
| All | +72.4% | -98.0% | +170.4% | +67.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling