+324.3%
DOCN vs OVV
+45.7%
+278.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.6% | +3.5% |
| 7D | +1.1% | +0.3% | +0.9% | +0.9% |
| 30D | -9.6% | +11.7% | -21.4% | -13.6% |
| 3M | -37.7% | +9.8% | -47.5% | -40.3% |
| 6M | +115.2% | +26.6% | +88.7% | +93.7% |
| YTD | +133.7% | +67.0% | +66.7% | +87.1% |
| 1Y | +250.2% | +55.9% | +194.2% | +186.1% |
| All | +324.3% | +45.7% | +278.6% | +229.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 3y: compounded portfolio wealth divided by compounded OVV 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…
3y analysis · Full analysis span regression · 6 months rolling