-7.2%
AON vs DOV
+37.0%
-44.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.5% | -1.7% |
| 7D | -6.3% | -2.0% | -4.3% | -6.1% |
| 30D | -14.1% | -8.9% | -5.2% | -13.4% |
| 3M | -9.5% | -13.3% | +3.8% | -8.5% |
| 6M | -4.0% | -9.7% | +5.6% | -3.7% |
| YTD | -13.8% | -2.5% | -11.3% | -14.9% |
| 1Y | -18.3% | +7.2% | -25.5% | -20.7% |
| 3Y | -7.2% | +39.4% | -46.6% | -13.5% |
| All | -7.2% | +37.0% | -44.2% | -13.5% |
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