+391.7%
APP vs DOV
+49.1%
+342.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.5% |
| 7D | +0.9% | -2.7% | +3.5% | +2.9% |
| 30D | -23.3% | -8.1% | -15.2% | -18.5% |
| 3M | -42.6% | -9.4% | -33.2% | -39.2% |
| 6M | -33.6% | -12.6% | -21.0% | -28.6% |
| YTD | -52.4% | -0.5% | -52.0% | -54.8% |
| 1Y | -35.9% | +9.2% | -45.1% | -44.6% |
| 3Y | +642.2% | +34.1% | +608.1% | +427.3% |
| 5Y | +311.1% | +17.3% | +293.8% | +181.7% |
| All | +391.7% | +49.1% | +342.6% | +235.6% |
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 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