+16.1%
A vs DOV
+29.1%
-13.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.0% |
| 7D | +1.4% | -0.7% | +2.1% | +1.8% |
| 30D | +4.3% | +12.3% | -8.0% | -2.6% |
| 3M | +19.8% | +1.2% | +18.6% | +18.6% |
| 6M | +54.4% | -3.1% | +57.4% | +55.3% |
| YTD | +31.7% | +9.4% | +22.3% | +21.3% |
| 1Y | +22.4% | +17.6% | +4.8% | +7.4% |
| 3Y | +67.7% | +66.5% | +1.2% | +14.1% |
| All | +16.1% | +29.1% | -13.0% | -11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling