+145.0%
ALL vs DOV
+25.3%
+119.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.1% | -4.6% |
| 7D | -1.9% | -1.9% | -0.1% | -1.5% |
| 30D | +13.8% | +8.3% | +5.5% | +11.2% |
| 3M | -7.0% | -3.1% | -3.9% | -6.3% |
| 6M | +18.0% | -9.8% | +27.8% | +20.8% |
| YTD | +24.2% | +5.2% | +19.0% | +20.2% |
| 1Y | +31.2% | +15.3% | +15.8% | +23.0% |
| 3Y | +107.5% | +58.8% | +48.8% | +65.7% |
| All | +145.0% | +25.3% | +119.7% | +106.7% |
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