+38.6%
ALB vs DOV
+325.7%
-287.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | -5.8% | +3.0% | -8.8% | -8.1% |
| 30D | -4.5% | +8.6% | -13.1% | -11.3% |
| 3M | -28.1% | +1.9% | -29.9% | -29.7% |
| 6M | -53.2% | -1.7% | -51.5% | -53.4% |
| YTD | -33.3% | +8.3% | -41.6% | -39.4% |
| 1Y | -17.4% | +16.6% | -34.0% | -29.6% |
| 3Y | -14.1% | +65.1% | -79.3% | -45.2% |
| 5Y | -64.0% | +29.2% | -93.2% | -72.0% |
| All | +38.6% | +325.7% | -287.1% | -46.2% |
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 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