+72.0%
OVV vs ZBH
+11.3%
+60.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +13.5% | -19.1% | -4.7% |
| 7D | -12.1% | +14.3% | -26.4% | -11.2% |
| 30D | +2.9% | +20.3% | -17.4% | +3.9% |
| 3M | +3.7% | +15.3% | -11.6% | +4.7% |
| 6M | +0.6% | +33.9% | -33.3% | +1.7% |
| YTD | +62.5% | +23.5% | +39.0% | +63.9% |
| 1Y | +72.0% | +7.9% | +64.1% | +76.1% |
| All | +72.0% | +11.3% | +60.7% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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