+5,025.2%
AON vs DOV
+6,035.5%
-1,010.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.2% | -2.6% |
| 7D | -3.2% | +2.5% | -5.8% | -4.0% |
| 30D | -11.9% | -7.5% | -4.3% | -9.6% |
| 3M | -2.9% | -9.7% | +6.8% | -0.1% |
| 6M | -6.8% | -6.1% | -0.7% | -5.9% |
| YTD | -10.1% | +0.5% | -10.6% | -11.5% |
| 1Y | -14.2% | +10.5% | -24.8% | -18.6% |
| 3Y | -3.3% | +41.7% | -45.0% | -17.2% |
| 5Y | +13.6% | +18.4% | -4.8% | +2.2% |
| 10Y | +209.2% | +289.8% | -80.6% | +81.2% |
| All | +5,025.2% | +6,035.5% | -1,010.3% | +1,274.3% |
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