+50.5%
OVV vs ZBH
-18.5%
+69.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.6% |
| 7D | +0.3% | -2.8% | +3.1% | +0.6% |
| 30D | +11.7% | -0.1% | +11.8% | +11.7% |
| 3M | +9.8% | +13.4% | -3.6% | +7.7% |
| 6M | +26.6% | +3.0% | +23.6% | +25.9% |
| YTD | +67.0% | +9.7% | +57.4% | +63.8% |
| 1Y | +55.9% | -5.4% | +61.3% | +57.2% |
| All | +50.5% | -18.5% | +69.0% | +48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling