+163.7%
APD vs DOV
+294.8%
-131.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.1% | -1.7% |
| 7D | -2.5% | +2.5% | -5.0% | -3.8% |
| 30D | -1.9% | -7.5% | +5.6% | +2.0% |
| 3M | +8.2% | -9.7% | +17.9% | +13.2% |
| 6M | +10.7% | -6.1% | +16.8% | +12.8% |
| YTD | +22.9% | +0.5% | +22.4% | +20.4% |
| 1Y | +5.8% | +10.5% | -4.7% | -1.9% |
| 3Y | +7.8% | +41.7% | -33.9% | -14.4% |
| 5Y | +26.1% | +18.4% | +7.7% | +8.2% |
| 10Y | +163.7% | +289.8% | -126.0% | +31.6% |
| All | +163.7% | +294.8% | -131.1% | +31.6% |
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