+3,716.0%
ALL vs DOV
+4,204.9%
-488.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.8% |
| 7D | 0.0% | -2.7% | +2.7% | +1.2% |
| 30D | -1.5% | -8.1% | +6.6% | +2.2% |
| 3M | +23.6% | -9.4% | +33.0% | +28.0% |
| 6M | +22.3% | -12.6% | +34.9% | +28.0% |
| YTD | +26.5% | -0.5% | +27.0% | +24.5% |
| 1Y | +27.0% | +9.2% | +17.8% | +19.3% |
| 3Y | +149.6% | +34.1% | +115.5% | +108.0% |
| 5Y | +118.1% | +17.3% | +100.8% | +90.0% |
| 10Y | +369.0% | +284.9% | +84.0% | +131.8% |
| All | +3,716.0% | +4,204.9% | -488.9% | +723.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling