+291.9%
AA vs DOV
+5,976.9%
-5,685.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.1% | -2.8% |
| 7D | -0.7% | -2.7% | +2.0% | +1.2% |
| 30D | +5.0% | -8.1% | +13.1% | +11.4% |
| 3M | -35.8% | -9.4% | -26.4% | -31.4% |
| 6M | -18.4% | -12.6% | -5.8% | -11.4% |
| YTD | -5.5% | -0.5% | -5.0% | -7.1% |
| 1Y | +61.0% | +9.2% | +51.7% | +47.9% |
| 3Y | +66.2% | +34.1% | +32.1% | +33.8% |
| 5Y | +11.4% | +17.3% | -5.9% | 0.0% |
| 10Y | +116.9% | +284.9% | -168.0% | -9.7% |
| All | +291.9% | +5,976.9% | -5,685.0% | -52.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling