+56.5%
OVV vs ZBRA
+407.5%
-351.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +1.4% |
| 7D | -3.8% | -1.8% | -2.0% | -3.1% |
| 30D | +1.3% | -8.8% | +10.1% | +5.1% |
| 3M | +14.3% | +47.2% | -32.9% | -7.5% |
| 6M | +21.1% | +61.3% | -40.2% | -7.8% |
| YTD | +66.0% | +42.0% | +24.0% | +31.9% |
| 1Y | +59.3% | +10.5% | +48.8% | +41.7% |
| 3Y | +47.6% | +34.5% | +13.1% | +10.9% |
| 5Y | +162.0% | -40.3% | +202.2% | +192.8% |
| 10Y | +56.5% | +421.5% | -365.0% | -42.2% |
| All | +56.5% | +407.5% | -351.0% | -42.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling