+167.5%
OVV vs ZBRA
+1,303.3%
-1,135.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.9% | +1.2% | +2.3% |
| 7D | +1.2% | -1.5% | +2.7% | +1.9% |
| 30D | -2.5% | -15.6% | +13.1% | +4.1% |
| 3M | +0.5% | -14.5% | +15.0% | +6.3% |
| 6M | +8.5% | +50.9% | -42.4% | -13.3% |
| YTD | +64.5% | +34.8% | +29.6% | +34.7% |
| 1Y | +64.7% | +28.3% | +36.4% | +37.5% |
| 3Y | +54.1% | +58.8% | -4.7% | +10.9% |
| 5Y | +95.4% | -44.0% | +139.5% | +114.1% |
| 10Y | +54.9% | +389.6% | -334.6% | -30.5% |
| All | +167.5% | +1,303.3% | -1,135.9% | -30.9% |
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