+98.5%
OVV vs DOCU
-71.6%
+170.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.6% |
| 7D | -12.1% | -3.7% | -8.4% | -11.6% |
| 30D | +2.9% | +15.0% | -12.1% | +0.7% |
| 3M | +3.7% | +39.9% | -36.2% | -1.6% |
| 6M | +0.6% | +66.2% | -65.5% | -7.5% |
| YTD | +62.5% | +17.7% | +44.8% | +56.5% |
| 1Y | +72.0% | +13.7% | +58.3% | +66.4% |
| 3Y | +39.1% | +95.9% | -56.8% | +18.6% |
| 5Y | +98.5% | -71.7% | +170.1% | +95.7% |
| All | +98.5% | -71.6% | +170.0% | +95.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling