+72.4%
OVV vs ZBH
+16.6%
+55.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +0.6% |
| 7D | +8.0% | -2.3% | +10.3% | +7.8% |
| 30D | -2.0% | +12.5% | -14.5% | -0.9% |
| 3M | +5.4% | +3.9% | +1.5% | +6.2% |
| 6M | +14.3% | +25.4% | -11.2% | +16.5% |
| YTD | +69.4% | +15.7% | +53.7% | +71.1% |
| 1Y | +72.4% | +15.2% | +57.2% | +75.1% |
| All | +72.4% | +16.6% | +55.8% | +75.1% |
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