+48.2%
OVV vs DOCU
+33.7%
+14.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.7% | -5.4% | -2.1% |
| 7D | +0.3% | +6.9% | -6.6% | -0.5% |
| 30D | +11.7% | +19.0% | -7.3% | +9.5% |
| 3M | +9.8% | +34.3% | -24.5% | +5.9% |
| 6M | +26.6% | +48.0% | -21.4% | +20.1% |
| YTD | +67.0% | 0.0% | +67.0% | +66.9% |
| 1Y | +55.9% | -10.3% | +66.2% | +57.7% |
| All | +48.2% | +33.7% | +14.6% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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