+282.7%
AG vs DOV
+38.7%
+244.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +3.2% |
| 7D | -0.1% | +1.3% | -1.4% | -1.0% |
| 30D | +12.5% | -8.6% | +21.1% | +19.0% |
| 3M | +28.2% | -13.1% | +41.3% | +39.9% |
| 6M | -18.8% | -8.8% | -10.0% | -14.4% |
| YTD | +27.4% | -1.2% | +28.6% | +29.0% |
| 1Y | +132.2% | +10.7% | +121.5% | +119.6% |
| All | +282.7% | +38.7% | +244.0% | +209.7% |
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