+356.8%
ACWI vs DOV
+887.8%
-531.0%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.5% |
| 7D | +0.5% | -2.7% | +3.2% | +1.9% |
| 30D | +0.9% | -8.1% | +9.0% | +5.3% |
| 3M | +2.4% | -9.4% | +11.8% | +7.2% |
| 6M | +12.4% | -12.6% | +25.0% | +19.4% |
| YTD | +15.2% | -0.5% | +15.6% | +14.0% |
| 1Y | +22.7% | +9.2% | +13.5% | +15.0% |
| 3Y | +75.8% | +34.1% | +41.7% | +44.5% |
| 5Y | +67.7% | +17.3% | +50.5% | +45.6% |
| 10Y | +229.0% | +284.9% | -55.9% | +39.6% |
| All | +356.8% | +887.8% | -531.0% | -8.7% |
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