+171.6%
OVV vs ZBRA
+1,454.6%
-1,283.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -2.3% |
| 7D | +0.3% | +1.8% | -1.5% | -0.5% |
| 30D | +11.7% | -1.7% | +13.4% | +12.3% |
| 3M | +9.8% | +47.8% | -38.0% | -10.0% |
| 6M | +26.6% | +56.7% | -30.2% | -0.6% |
| YTD | +67.0% | +49.4% | +17.6% | +32.0% |
| 1Y | +55.9% | +16.5% | +39.4% | +36.0% |
| 3Y | +45.5% | +31.5% | +14.0% | +14.6% |
| 5Y | +157.3% | -38.6% | +195.9% | +172.0% |
| 10Y | +65.0% | +421.0% | -356.0% | -27.5% |
| All | +171.6% | +1,454.6% | -1,283.0% | -32.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling