+86.8%
ACN vs DOV
+296.6%
-209.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +2.2% |
| 7D | -7.9% | -1.9% | -5.9% | -7.1% |
| 30D | -1.1% | -9.9% | +8.8% | +3.9% |
| 3M | +5.6% | -12.1% | +17.7% | +11.1% |
| 6M | -9.9% | -10.4% | +0.5% | -7.3% |
| YTD | -32.3% | -3.3% | -29.0% | -33.4% |
| 1Y | -25.3% | +7.8% | -33.1% | -30.9% |
| 3Y | -42.3% | +36.3% | -78.6% | -54.2% |
| 5Y | -43.5% | +14.8% | -58.3% | -51.4% |
| All | +86.8% | +296.6% | -209.8% | -0.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling