+3,738.8%
ALL vs DOV
+4,631.6%
-892.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.3% | +3.1% |
| 7D | -0.1% | -0.7% | +0.6% | 0.0% |
| 30D | +13.8% | +12.3% | +1.5% | +7.9% |
| 3M | -2.8% | +1.2% | -3.9% | -3.6% |
| 6M | +23.7% | -3.1% | +26.7% | +23.7% |
| YTD | +27.3% | +9.4% | +17.9% | +19.8% |
| 1Y | +30.5% | +17.6% | +12.9% | +18.8% |
| 3Y | +113.0% | +66.5% | +46.5% | +60.7% |
| 5Y | +157.6% | +29.0% | +128.6% | +114.8% |
| 10Y | +368.4% | +329.8% | +38.6% | +120.8% |
| All | +3,738.8% | +4,631.6% | -892.9% | +692.2% |
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