+364.8%
ALL vs DOV
+286.8%
+78.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.8% | +0.8% |
| 7D | -2.2% | +1.3% | -3.6% | -2.8% |
| 30D | -5.6% | -8.6% | +3.1% | -1.9% |
| 3M | +17.2% | -13.1% | +30.4% | +23.5% |
| 6M | +23.2% | -8.8% | +32.1% | +26.4% |
| YTD | +23.6% | -1.2% | +24.8% | +21.7% |
| 1Y | +29.2% | +10.7% | +18.5% | +20.0% |
| 3Y | +153.8% | +39.3% | +114.6% | +103.4% |
| 5Y | +116.1% | +16.4% | +99.7% | +86.2% |
| 10Y | +364.8% | +302.5% | +62.3% | +142.6% |
| All | +364.8% | +286.8% | +78.0% | +142.6% |
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 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