+158.7%
OVV vs ZBRA
-39.4%
+198.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.3% |
| 7D | -3.7% | +2.6% | -6.3% | -4.4% |
| 30D | +8.0% | -6.4% | +14.3% | +9.8% |
| 3M | +11.3% | +51.3% | -40.0% | -3.6% |
| 6M | +24.0% | +60.5% | -36.5% | +4.1% |
| YTD | +65.3% | +45.2% | +20.1% | +42.0% |
| 1Y | +60.2% | +12.3% | +47.8% | +50.3% |
| 3Y | +46.9% | +37.5% | +9.4% | +21.6% |
| 5Y | +158.7% | -39.2% | +197.9% | +199.8% |
| All | +158.7% | -39.4% | +198.2% | +199.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling