-29.4%
AFRM vs DOV
+77.1%
-106.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.5% | -4.6% | -6.3% |
| 7D | -7.5% | -1.4% | -6.2% | -5.9% |
| 30D | -15.7% | +12.8% | -28.5% | -29.4% |
| 3M | -9.6% | +1.1% | -10.7% | -12.1% |
| 6M | +6.3% | -2.6% | +8.9% | +6.8% |
| YTD | -8.6% | +9.9% | -18.5% | -26.2% |
| 1Y | -7.6% | +19.3% | -26.9% | -35.2% |
| 3Y | +173.7% | +68.4% | +105.3% | +8.7% |
| 5Y | -56.9% | +29.1% | -86.0% | -75.4% |
| All | -29.4% | +77.1% | -106.5% | -59.5% |
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