+330.0%
ACWI vs DOV
+944.0%
-614.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.4% |
| 7D | -2.4% | -1.9% | -0.5% | -1.5% |
| 30D | -5.2% | +8.3% | -13.5% | -9.1% |
| 3M | -4.8% | -3.1% | -1.8% | -3.5% |
| 6M | -1.3% | -9.8% | +8.5% | +3.3% |
| YTD | +8.4% | +5.2% | +3.2% | +4.0% |
| 1Y | +11.0% | +15.3% | -4.3% | +1.4% |
| 3Y | +70.6% | +58.8% | +11.8% | +28.1% |
| 5Y | +55.3% | +26.6% | +28.7% | +29.4% |
| 10Y | +223.2% | +351.6% | -128.5% | +26.0% |
| All | +330.0% | +944.0% | -614.1% | -16.6% |
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