+193.1%
APD vs DOV
+325.7%
-132.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +3.8% | +3.0% | +0.8% | +2.2% |
| 30D | +8.2% | +8.6% | -0.4% | +3.5% |
| 3M | +4.3% | +1.9% | +2.4% | +2.9% |
| 6M | +4.7% | -1.7% | +6.4% | +4.5% |
| YTD | +31.5% | +8.3% | +23.2% | +23.6% |
| 1Y | +23.5% | +16.6% | +7.0% | +11.6% |
| 3Y | +29.1% | +65.1% | -36.0% | -6.4% |
| 5Y | +15.9% | +29.2% | -13.3% | -5.4% |
| All | +193.1% | +325.7% | -132.5% | +37.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling