+16.2%
A vs DOV
+8.0%
+8.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.7% |
| 7D | -4.6% | -1.9% | -2.6% | -4.2% |
| 30D | -4.3% | -9.9% | +5.6% | -2.1% |
| 3M | +8.9% | -12.1% | +21.1% | +11.8% |
| 6M | +24.5% | -10.4% | +34.9% | +26.3% |
| YTD | +5.8% | -3.3% | +9.1% | +3.4% |
| 1Y | +16.2% | +7.8% | +8.5% | +14.3% |
| All | +16.2% | +8.0% | +8.2% | +14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling