-61.6%
ALB vs DOV
+30.7%
-92.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.5% | -4.6% | -3.9% |
| 7D | +9.5% | -1.4% | +10.8% | +10.2% |
| 30D | -2.1% | +12.8% | -14.9% | -12.3% |
| 3M | -24.1% | +1.1% | -25.3% | -25.5% |
| 6M | -51.0% | -2.6% | -48.4% | -50.8% |
| YTD | -29.3% | +9.9% | -39.2% | -37.3% |
| 1Y | +3.2% | +19.3% | -16.1% | -15.6% |
| 3Y | -9.3% | +68.4% | -77.7% | -47.6% |
| 5Y | -61.6% | +29.1% | -90.8% | -71.6% |
| All | -61.6% | +30.7% | -92.4% | -71.6% |
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