+114.8%
ALL vs DOV
+19.9%
+94.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.3% | -2.6% |
| 7D | -1.7% | +2.5% | -4.2% | -2.4% |
| 30D | -4.7% | -7.5% | +2.8% | -2.6% |
| 3M | +18.4% | -9.7% | +28.1% | +21.1% |
| 6M | +20.5% | -6.1% | +26.6% | +21.4% |
| YTD | +23.5% | +0.5% | +23.1% | +21.3% |
| 1Y | +29.0% | +10.5% | +18.5% | +22.3% |
| 3Y | +153.7% | +41.7% | +112.0% | +112.4% |
| 5Y | +114.8% | +18.4% | +96.4% | +84.0% |
| All | +114.8% | +19.9% | +94.9% | +84.0% |
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