+37,071.2%
ADI vs DOV
+5,976.9%
+31,094.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.0% |
| 7D | +0.4% | -2.7% | +3.1% | +2.1% |
| 30D | -3.8% | -8.1% | +4.3% | +1.3% |
| 3M | -15.3% | -9.4% | -5.8% | -10.1% |
| 6M | +6.7% | -12.6% | +19.3% | +16.1% |
| YTD | +34.8% | -0.5% | +35.2% | +35.2% |
| 1Y | +49.0% | +9.2% | +39.8% | +40.8% |
| 3Y | +108.1% | +34.1% | +74.0% | +74.1% |
| 5Y | +142.4% | +17.3% | +125.2% | +118.6% |
| 10Y | +589.9% | +284.9% | +305.0% | +198.9% |
| All | +37,071.2% | +5,976.9% | +31,094.3% | +3,578.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling