+144.4%
ADI vs DOV
+65.5%
+78.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -3.0% |
| 7D | +9.5% | +3.0% | +6.5% | +6.9% |
| 30D | -1.4% | +8.6% | -10.0% | -7.4% |
| 3M | +4.7% | +1.9% | +2.9% | +3.5% |
| 6M | -7.4% | -1.7% | -5.8% | -5.9% |
| YTD | +48.1% | +8.3% | +39.7% | +38.8% |
| 1Y | +69.6% | +16.6% | +53.1% | +49.6% |
| 3Y | +144.4% | +65.1% | +79.2% | +59.9% |
| All | +144.4% | +65.5% | +78.8% | +59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling