-16.9%
ACI vs DOV
+21.2%
-38.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +4.0% | +3.7% |
| 7D | +4.5% | +2.2% | +2.2% | +3.9% |
| 30D | +20.9% | +11.2% | +9.7% | +17.4% |
| 3M | +15.2% | +1.6% | +13.7% | +14.8% |
| 6M | -13.3% | -3.2% | -10.1% | -12.4% |
| YTD | -16.2% | +9.7% | -25.9% | -17.2% |
| 1Y | -16.9% | +20.5% | -37.4% | -20.4% |
| All | -16.9% | +21.2% | -38.1% | -20.4% |
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 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