+158.3%
OVV vs DOCU
-78.0%
+236.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.7% | -5.4% | -2.3% |
| 7D | +0.3% | +6.9% | -6.6% | -0.7% |
| 30D | +11.7% | +19.0% | -7.3% | +8.7% |
| 3M | +9.8% | +34.3% | -24.5% | +4.6% |
| 6M | +26.6% | +48.0% | -21.4% | +18.3% |
| YTD | +67.0% | 0.0% | +67.0% | +65.0% |
| 1Y | +55.9% | -10.3% | +66.2% | +56.0% |
| 3Y | +45.5% | +32.4% | +13.1% | +32.5% |
| All | +158.3% | -78.0% | +236.3% | +153.2% |
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