+135.1%
ADI vs DOV
+16.3%
+118.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.8% |
| 7D | +2.6% | +1.3% | +1.3% | +1.5% |
| 30D | -4.6% | -8.6% | +4.0% | +2.3% |
| 3M | -9.5% | -13.1% | +3.6% | +0.9% |
| 6M | +14.8% | -8.8% | +23.7% | +23.4% |
| YTD | +35.8% | -1.2% | +37.0% | +36.8% |
| 1Y | +48.9% | +10.7% | +38.2% | +36.6% |
| 3Y | +115.6% | +39.3% | +76.3% | +64.7% |
| 5Y | +135.1% | +16.4% | +118.7% | +94.4% |
| All | +135.1% | +16.3% | +118.8% | +94.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling