+86.1%
OVV vs DOCU
-71.9%
+157.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.9% | -2.6% |
| 7D | -14.9% | -3.2% | -11.7% | -14.5% |
| 30D | -0.9% | +15.7% | -16.6% | -3.1% |
| 3M | +5.6% | +37.3% | -31.7% | +0.4% |
| 6M | -2.5% | +63.1% | -65.6% | -10.2% |
| YTD | +57.8% | +15.4% | +42.4% | +52.5% |
| 1Y | +70.1% | +11.3% | +58.8% | +65.0% |
| 3Y | +35.1% | +92.1% | -56.9% | +15.3% |
| 5Y | +86.1% | -70.5% | +156.6% | +85.1% |
| All | +86.1% | -71.9% | +157.9% | +85.1% |
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