+72.0%
OVV vs ZBRA
+25.3%
+46.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.5% | -5.5% |
| 7D | -12.1% | -13.6% | +1.5% | -13.6% |
| 30D | +2.9% | -11.5% | +14.4% | +1.5% |
| 3M | +3.7% | -9.9% | +13.6% | +2.6% |
| 6M | +0.6% | +48.6% | -48.0% | +7.4% |
| YTD | +62.5% | +36.9% | +25.6% | +71.9% |
| 1Y | +72.0% | +27.7% | +44.3% | +82.1% |
| All | +72.0% | +25.3% | +46.7% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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