+4.9%
AA vs DOV
+15.9%
-11.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | +0.5% | +3.0% | -2.5% | -0.9% |
| 30D | -0.6% | +8.6% | -9.2% | -4.0% |
| 3M | -19.7% | +1.9% | -21.5% | -20.4% |
| 6M | -41.6% | -1.7% | -39.9% | -41.0% |
| YTD | -24.6% | +8.3% | -33.0% | -31.1% |
| 1Y | +4.9% | +16.6% | -11.7% | -13.0% |
| All | +4.9% | +15.9% | -11.0% | -13.0% |
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