+5.7%
ADM vs DOV
+66.8%
-61.1%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -1.8% | -0.7% | -1.1% | -1.7% |
| 30D | -13.3% | +12.3% | -25.5% | -15.5% |
| 3M | -13.4% | +1.2% | -14.5% | -13.7% |
| 6M | -9.6% | -3.1% | -6.5% | -9.3% |
| YTD | +23.0% | +9.4% | +13.6% | +18.9% |
| 1Y | +27.4% | +17.6% | +9.7% | +20.6% |
| 3Y | +5.7% | +66.5% | -60.9% | -16.7% |
| All | +5.7% | +66.8% | -61.1% | -16.7% |
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