+620.2%
ADI vs DOV
+325.7%
+294.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | +9.5% | +3.0% | +6.5% | +7.3% |
| 30D | -1.4% | +8.6% | -10.0% | -6.6% |
| 3M | +4.7% | +1.9% | +2.9% | +3.7% |
| 6M | -7.4% | -1.7% | -5.8% | -6.1% |
| YTD | +48.1% | +8.3% | +39.7% | +40.2% |
| 1Y | +69.6% | +16.6% | +53.1% | +52.6% |
| 3Y | +144.4% | +65.1% | +79.2% | +72.4% |
| 5Y | +134.1% | +29.2% | +105.0% | +92.2% |
| All | +620.2% | +325.7% | +294.5% | +254.9% |
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