+312.4%
A vs DOV
+324.7%
-12.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.5% |
| 7D | +0.7% | +3.4% | -2.7% | -1.1% |
| 30D | +0.8% | +8.8% | -8.0% | -3.8% |
| 3M | +16.9% | +0.9% | +15.9% | +16.0% |
| 6M | +53.8% | -2.8% | +56.6% | +54.4% |
| YTD | +28.1% | +8.1% | +20.0% | +20.2% |
| 1Y | +15.0% | +15.2% | -0.2% | +4.0% |
| 3Y | +63.1% | +64.5% | -1.4% | +20.0% |
| 5Y | +11.5% | +28.9% | -17.4% | -7.9% |
| All | +312.4% | +324.7% | -12.3% | +107.8% |
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