+97.6%
AGG vs DOV
+1,126.8%
-1,029.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | -0.2% |
| 7D | -0.2% | +1.3% | -1.5% | -0.2% |
| 30D | -0.2% | -8.6% | +8.4% | -0.3% |
| 3M | -0.7% | -13.1% | +12.4% | -0.8% |
| 6M | -1.8% | -8.8% | +7.1% | -1.8% |
| YTD | -0.6% | -1.2% | +0.6% | -0.6% |
| 1Y | +0.4% | +10.7% | -10.3% | +0.5% |
| 3Y | +13.2% | +39.3% | -26.1% | +13.8% |
| 5Y | -2.0% | +16.4% | -18.4% | -1.7% |
| 10Y | +15.1% | +302.5% | -287.4% | +19.6% |
| All | +97.6% | +1,126.8% | -1,029.2% | +117.6% |
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