+279.0%
ADP vs DOV
+286.8%
-7.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.2% |
| 7D | -5.7% | +1.3% | -7.0% | -6.3% |
| 30D | -3.1% | -8.6% | +5.6% | +0.9% |
| 3M | +15.6% | -13.1% | +28.7% | +22.2% |
| 6M | +20.8% | -8.8% | +29.6% | +23.6% |
| YTD | +4.7% | -1.2% | +6.0% | +2.2% |
| 1Y | -8.3% | +10.7% | -19.0% | -16.1% |
| 3Y | +13.6% | +39.3% | -25.7% | -11.2% |
| 5Y | +45.0% | +16.4% | +28.6% | +23.1% |
| 10Y | +279.0% | +302.5% | -23.5% | +91.4% |
| All | +279.0% | +286.8% | -7.8% | +91.4% |
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 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