+295.8%
AFL vs DOV
+300.2%
-4.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.2% |
| 7D | -1.6% | -2.0% | +0.3% | -0.6% |
| 30D | -4.0% | -8.9% | +4.9% | +0.8% |
| 3M | -0.5% | -13.3% | +12.8% | +6.4% |
| 6M | +6.5% | -9.7% | +16.2% | +10.5% |
| YTD | +6.2% | -2.5% | +8.6% | +5.0% |
| 1Y | +8.3% | +7.2% | +1.0% | +0.7% |
| 3Y | +62.5% | +39.4% | +23.1% | +23.2% |
| 5Y | +136.2% | +15.8% | +120.3% | +97.0% |
| All | +295.8% | +300.2% | -4.3% | +84.4% |
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