+238.4%
A vs DOV
+296.6%
-58.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | 0.0% |
| 7D | -4.6% | -1.9% | -2.6% | -3.6% |
| 30D | -4.3% | -9.9% | +5.6% | +1.1% |
| 3M | +8.9% | -12.1% | +21.1% | +15.7% |
| 6M | +24.5% | -10.4% | +34.9% | +30.1% |
| YTD | +5.8% | -3.3% | +9.1% | +5.6% |
| 1Y | +16.2% | +7.8% | +8.5% | +8.8% |
| 3Y | +28.5% | +36.3% | -7.9% | +5.2% |
| 5Y | -16.3% | +14.8% | -31.1% | -26.1% |
| All | +238.4% | +296.6% | -58.2% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 10y: compounded portfolio wealth divided by compounded DOV 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…
10y analysis · Full analysis span regression · 6 months rolling