+31.8%
A vs DOV
+42.3%
-10.5%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.6% | -3.2% |
| 7D | -2.1% | +2.5% | -4.6% | -3.3% |
| 30D | +0.6% | -7.5% | +8.1% | +4.7% |
| 3M | +10.9% | -9.7% | +20.6% | +16.0% |
| 6M | +28.2% | -6.1% | +34.2% | +30.0% |
| YTD | +8.6% | +0.5% | +8.1% | +4.9% |
| 1Y | +15.5% | +10.5% | +5.0% | +4.5% |
| 3Y | +31.8% | +41.7% | -9.9% | -2.8% |
| All | +31.8% | +42.3% | -10.5% | -2.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling