+64.2%
AIG vs DOV
+300.2%
-236.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.2% |
| 7D | -1.2% | -2.0% | +0.8% | +0.1% |
| 30D | -1.1% | -8.9% | +7.8% | +5.1% |
| 3M | +0.7% | -13.3% | +13.9% | +9.4% |
| 6M | -2.2% | -9.7% | +7.5% | +2.6% |
| YTD | -10.8% | -2.5% | -8.4% | -11.9% |
| 1Y | -2.0% | +7.2% | -9.3% | -10.2% |
| 3Y | +34.8% | +39.4% | -4.6% | -3.4% |
| 5Y | +55.0% | +15.8% | +39.2% | +25.6% |
| All | +64.2% | +300.2% | -236.0% | -30.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling