+176.6%
ADM vs DOV
+286.8%
-110.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +3.2% |
| 7D | +1.4% | +1.3% | 0.0% | +0.8% |
| 30D | +8.2% | -8.6% | +16.9% | +12.3% |
| 3M | +8.7% | -13.1% | +21.9% | +14.7% |
| 6M | +29.1% | -8.8% | +37.9% | +32.6% |
| YTD | +53.7% | -1.2% | +54.9% | +51.8% |
| 1Y | +43.2% | +10.7% | +32.5% | +33.7% |
| 3Y | +21.4% | +39.3% | -17.9% | -1.4% |
| 5Y | +67.1% | +16.4% | +50.7% | +45.1% |
| 10Y | +176.6% | +302.5% | -125.9% | +48.3% |
| All | +176.6% | +286.8% | -110.2% | +48.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling