+9.1%
AON vs DOV
+13.3%
-4.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.5% |
| 7D | -5.9% | -1.9% | -3.9% | -5.4% |
| 30D | -13.7% | -9.9% | -3.8% | -11.4% |
| 3M | -8.3% | -12.1% | +3.8% | -5.7% |
| 6M | -3.6% | -10.4% | +6.8% | -2.0% |
| YTD | -12.4% | -3.3% | -9.0% | -13.3% |
| 1Y | -14.6% | +7.8% | -22.4% | -18.7% |
| 3Y | -5.7% | +36.3% | -42.0% | -20.5% |
| 5Y | +9.1% | +14.8% | -5.7% | -3.7% |
| All | +9.1% | +13.3% | -4.2% | -3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling