-43.0%
ACN vs DOV
+38.7%
-81.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.4% |
| 7D | -6.3% | +1.3% | -7.7% | -6.7% |
| 30D | -1.4% | -8.6% | +7.3% | +0.8% |
| 3M | +2.6% | -13.1% | +15.7% | +5.8% |
| 6M | -14.3% | -8.8% | -5.5% | -13.8% |
| YTD | -33.1% | -1.2% | -31.9% | -35.2% |
| 1Y | -28.8% | +10.7% | -39.5% | -34.5% |
| All | -43.0% | +38.7% | -81.8% | -53.1% |
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