+171.6%
OVV vs ZBH
+245.1%
-73.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.3% |
| 7D | +0.3% | -2.8% | +3.1% | +1.7% |
| 30D | +11.7% | -0.1% | +11.8% | +11.6% |
| 3M | +9.8% | +13.4% | -3.6% | +1.9% |
| 6M | +26.6% | +3.0% | +23.6% | +21.8% |
| YTD | +67.0% | +9.7% | +57.4% | +55.1% |
| 1Y | +55.9% | -5.4% | +61.3% | +54.3% |
| 3Y | +45.5% | -15.6% | +61.1% | +48.2% |
| 5Y | +157.3% | -28.1% | +185.5% | +180.7% |
| 10Y | +65.0% | -15.2% | +80.2% | +82.6% |
| All | +171.6% | +245.1% | -73.5% | +70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling