+22.1%
ALNY vs DOV
+37.0%
-14.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | -6.5% | -2.0% | -4.6% | -6.1% |
| 30D | +11.0% | -8.9% | +19.9% | +13.6% |
| 3M | -14.1% | -13.3% | -0.8% | -11.1% |
| 6M | -22.4% | -9.7% | -12.7% | -20.9% |
| YTD | -37.5% | -2.5% | -35.0% | -37.8% |
| 1Y | -46.9% | +7.2% | -54.2% | -48.9% |
| 3Y | +22.1% | +39.4% | -17.3% | +1.9% |
| All | +22.1% | +37.0% | -14.9% | +1.9% |
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