+88.2%
OVV vs ZBH
-17.0%
+105.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.4% |
| 7D | -16.7% | +11.7% | -28.4% | -19.3% |
| 30D | -1.5% | +19.3% | -20.8% | -6.5% |
| 3M | +1.6% | +8.9% | -7.4% | -1.2% |
| 6M | +2.0% | +28.2% | -26.1% | -6.1% |
| YTD | +56.8% | +18.4% | +38.4% | +46.6% |
| 1Y | +64.8% | +20.6% | +44.3% | +52.9% |
| 3Y | +38.3% | -0.6% | +38.9% | +34.1% |
| All | +88.2% | -17.0% | +105.2% | +110.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling