+29.2%
ALL vs DOV
+15.9%
+13.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.4% |
| 7D | +5.0% | +3.0% | +2.0% | +5.0% |
| 30D | +13.3% | +8.6% | +4.7% | +13.4% |
| 3M | +3.2% | +1.9% | +1.3% | +3.1% |
| 6M | +25.3% | -1.7% | +27.0% | +24.5% |
| YTD | +30.5% | +8.3% | +22.1% | +24.6% |
| 1Y | +29.2% | +16.6% | +12.6% | +19.3% |
| All | +29.2% | +15.9% | +13.3% | +19.3% |
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