+69.6%
ADI vs DOV
+15.9%
+53.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -3.0% |
| 7D | +9.5% | +3.0% | +6.5% | +6.8% |
| 30D | -1.4% | +8.6% | -10.0% | -7.4% |
| 3M | +4.7% | +1.9% | +2.9% | +3.6% |
| 6M | -7.4% | -1.7% | -5.8% | -5.5% |
| YTD | +48.1% | +8.3% | +39.7% | +40.9% |
| 1Y | +69.6% | +16.6% | +53.1% | +51.0% |
| All | +69.6% | +15.9% | +53.7% | +51.0% |
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