+87.3%
ALB vs DOV
+286.8%
-199.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -1.5% |
| 7D | -8.6% | +1.3% | -9.9% | -9.6% |
| 30D | -4.0% | -8.6% | +4.6% | +3.0% |
| 3M | -17.4% | -13.1% | -4.2% | -8.6% |
| 6M | -25.4% | -8.8% | -16.6% | -21.1% |
| YTD | -10.5% | -1.2% | -9.3% | -11.7% |
| 1Y | +75.8% | +10.7% | +65.1% | +56.5% |
| 3Y | -28.5% | +39.3% | -67.8% | -46.7% |
| 5Y | -45.1% | +16.4% | -61.5% | -52.9% |
| 10Y | +87.3% | +302.5% | -215.1% | -20.0% |
| All | +87.3% | +286.8% | -199.5% | -20.0% |
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