+0.9%
AON vs DOV
+21.2%
-20.3%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.4% |
| 7D | +9.4% | +2.2% | +7.2% | +9.6% |
| 30D | +27.0% | +11.2% | +15.9% | +28.3% |
| 3M | -3.1% | +1.6% | -4.7% | -3.2% |
| 6M | +10.0% | -3.2% | +13.2% | +9.0% |
| YTD | -1.6% | +9.7% | -11.3% | -3.4% |
| 1Y | +0.9% | +20.5% | -19.6% | -1.7% |
| All | +0.9% | +21.2% | -20.3% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling