+66.4%
DOCN vs OVV
+179.5%
-113.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -2.9% | -13.0% | -15.0% |
| 7D | -29.3% | -14.9% | -14.4% | -26.0% |
| 30D | -46.0% | -0.9% | -45.1% | -46.1% |
| 3M | -43.2% | +5.6% | -48.8% | -44.6% |
| 6M | -53.7% | -2.5% | -51.2% | -54.0% |
| YTD | +46.9% | +57.8% | -10.9% | +25.6% |
| 1Y | +54.3% | +70.1% | -15.7% | +28.8% |
| 3Y | +185.5% | +35.1% | +150.4% | +147.8% |
| 5Y | -31.1% | +86.1% | -117.2% | -45.6% |
| All | +66.4% | +179.5% | -113.2% | +18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling