+48.0%
ADI vs DOV
+8.0%
+39.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | +0.5% |
| 7D | +1.3% | -1.9% | +3.3% | +2.7% |
| 30D | -6.0% | -9.9% | +3.9% | +1.4% |
| 3M | -7.7% | -12.1% | +4.4% | +1.6% |
| 6M | +14.0% | -10.4% | +24.4% | +24.0% |
| YTD | +34.4% | -3.3% | +37.7% | +41.0% |
| 1Y | +48.0% | +7.8% | +40.2% | +49.0% |
| All | +48.0% | +8.0% | +39.9% | +49.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling