+53.1%
AIG vs DOV
+14.8%
+38.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | -1.2% | -2.0% | +0.8% | -0.3% |
| 30D | -1.1% | -8.9% | +7.8% | +3.0% |
| 3M | +0.7% | -13.3% | +13.9% | +6.6% |
| 6M | -2.2% | -9.7% | +7.5% | +1.1% |
| YTD | -10.8% | -2.5% | -8.4% | -11.7% |
| 1Y | -2.0% | +7.2% | -9.3% | -7.9% |
| 3Y | +34.8% | +39.4% | -4.6% | +4.7% |
| All | +53.1% | +14.8% | +38.3% | +27.2% |
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