+255.2%
AG vs DOV
+827.7%
-572.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.7% | -2.6% |
| 7D | -10.0% | +3.0% | -13.0% | -11.4% |
| 30D | -10.5% | +8.6% | -19.1% | -14.6% |
| 3M | -27.3% | +1.9% | -29.1% | -28.1% |
| 6M | -43.0% | -1.7% | -41.3% | -42.5% |
| YTD | -17.9% | +8.3% | -26.2% | -21.6% |
| 1Y | +11.9% | +16.6% | -4.6% | +2.6% |
| 3Y | +201.8% | +65.1% | +136.7% | +123.8% |
| 5Y | -0.1% | +29.2% | -29.2% | -16.7% |
| 10Y | +72.7% | +329.7% | -257.0% | -40.1% |
| All | +255.2% | +827.7% | -572.5% | -42.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling