+61.5%
ALB vs DOV
+11.5%
+49.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.9% | -5.4% | -4.8% |
| 7D | -8.1% | -2.7% | -5.4% | -7.1% |
| 30D | +6.3% | -8.1% | +14.3% | +10.0% |
| 3M | -23.6% | -9.4% | -14.2% | -20.8% |
| 6M | -24.6% | -12.6% | -12.0% | -20.8% |
| YTD | -10.3% | -0.5% | -9.8% | -9.7% |
| 1Y | +61.5% | +9.2% | +52.2% | +64.4% |
| All | +61.5% | +11.5% | +49.9% | +64.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling