+67.3%
AG vs DOV
+13.3%
+54.0%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.1% | -2.7% | -3.6% |
| 7D | -5.8% | -1.9% | -3.9% | -4.7% |
| 30D | +6.4% | -9.9% | +16.2% | +13.1% |
| 3M | +28.4% | -12.1% | +40.5% | +38.4% |
| 6M | -24.5% | -10.4% | -14.0% | -19.6% |
| YTD | +21.2% | -3.3% | +24.5% | +24.1% |
| 1Y | +114.1% | +7.8% | +106.3% | +105.5% |
| 3Y | +268.0% | +36.3% | +231.7% | +204.4% |
| 5Y | +67.3% | +14.8% | +52.5% | +30.0% |
| All | +67.3% | +13.3% | +54.0% | +30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling