-7.7%
AAL vs DOV
+42.3%
-49.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.6% | -2.6% |
| 7D | -0.3% | +2.5% | -2.8% | -2.7% |
| 30D | -19.0% | -7.5% | -11.5% | -12.9% |
| 3M | -5.1% | -9.7% | +4.6% | +4.2% |
| 6M | +15.5% | -6.1% | +21.6% | +21.8% |
| YTD | -15.8% | +0.5% | -16.3% | -16.7% |
| 1Y | -0.3% | +10.5% | -10.8% | -10.9% |
| 3Y | -7.7% | +41.7% | -49.3% | -35.4% |
| All | -7.7% | +42.3% | -49.9% | -35.4% |
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