+159.8%
ALL vs DOV
+40.9%
+118.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.5% |
| 7D | 0.0% | -2.7% | +2.7% | +0.4% |
| 30D | -1.5% | -8.1% | +6.6% | -0.3% |
| 3M | +23.6% | -9.4% | +33.0% | +24.8% |
| 6M | +22.3% | -12.6% | +34.9% | +24.3% |
| YTD | +26.5% | -0.5% | +27.0% | +24.9% |
| 1Y | +27.0% | +9.2% | +17.8% | +22.9% |
| All | +159.8% | +40.9% | +118.9% | +146.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling