-55.4%
APP vs DOV
+21.2%
-76.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.4% | +11.1% | +10.7% |
| 7D | +4.5% | +2.2% | +2.3% | +4.6% |
| 30D | -3.6% | +11.2% | -14.8% | -3.1% |
| 3M | -35.3% | +1.6% | -36.8% | -35.1% |
| 6M | -42.8% | -3.2% | -39.6% | -43.3% |
| YTD | -59.7% | +9.7% | -69.4% | -60.2% |
| 1Y | -55.4% | +20.5% | -75.9% | -56.6% |
| All | -55.4% | +21.2% | -76.6% | -56.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling