+213.7%
AFRM vs DOV
+57.1%
+156.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.9% | -2.9% |
| 7D | -7.3% | -1.9% | -5.4% | -5.4% |
| 30D | -9.6% | +8.3% | -17.8% | -17.4% |
| 3M | -11.1% | -3.1% | -8.0% | -8.3% |
| 6M | +3.9% | -9.8% | +13.7% | +14.8% |
| YTD | -8.5% | +5.2% | -13.7% | -19.2% |
| 1Y | +3.3% | +15.3% | -12.1% | -20.5% |
| 3Y | +213.7% | +58.8% | +155.0% | +57.8% |
| All | +213.7% | +57.1% | +156.6% | +57.8% |
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