+616.7%
ADI vs DOV
+296.6%
+320.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | +0.4% |
| 7D | +1.3% | -1.9% | +3.3% | +2.7% |
| 30D | -6.0% | -9.9% | +3.9% | +1.1% |
| 3M | -7.7% | -12.1% | +4.4% | +0.8% |
| 6M | +14.0% | -10.4% | +24.4% | +23.1% |
| YTD | +34.4% | -3.3% | +37.7% | +37.5% |
| 1Y | +48.0% | +7.8% | +40.2% | +39.9% |
| 3Y | +113.3% | +36.3% | +77.0% | +72.1% |
| 5Y | +131.1% | +14.8% | +116.3% | +105.9% |
| All | +616.7% | +296.6% | +320.1% | +267.6% |
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 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