+229.9%
AFRM vs DOV
+34.2%
+195.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.6% | -3.7% |
| 7D | -7.0% | -2.7% | -4.3% | -3.9% |
| 30D | -7.8% | -8.1% | +0.3% | +1.8% |
| 3M | +5.3% | -9.4% | +14.7% | +16.5% |
| 6M | +42.6% | -12.6% | +55.3% | +62.3% |
| YTD | -2.8% | -0.5% | -2.3% | -8.6% |
| 1Y | -19.3% | +9.2% | -28.6% | -35.2% |
| All | +229.9% | +34.2% | +195.7% | +57.7% |
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