+445.6%
AG vs DOV
+752.2%
-306.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.5% |
| 7D | +1.0% | -2.7% | +3.7% | +2.6% |
| 30D | +19.2% | -8.1% | +27.3% | +25.0% |
| 3M | +6.2% | -9.4% | +15.6% | +12.1% |
| 6M | -26.7% | -12.6% | -14.1% | -21.0% |
| YTD | +26.1% | -0.5% | +26.6% | +26.5% |
| 1Y | +131.7% | +9.2% | +122.4% | +119.4% |
| 3Y | +255.3% | +34.1% | +221.2% | +195.5% |
| 5Y | +61.9% | +17.3% | +44.7% | +42.4% |
| 10Y | +72.0% | +284.9% | -212.9% | -36.4% |
| All | +445.6% | +752.2% | -306.6% | -7.7% |
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 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