+500.0%
APP vs DOV
+57.5%
+442.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.6% | +9.2% | +9.4% |
| 7D | +71.2% | -1.9% | +73.1% | +71.4% |
| 30D | +39.1% | +8.3% | +30.8% | +29.5% |
| 3M | +16.5% | -3.1% | +19.6% | +17.4% |
| 6M | -16.6% | -9.8% | -6.7% | -12.6% |
| YTD | -41.9% | +5.2% | -47.1% | -47.8% |
| 1Y | -37.0% | +15.3% | -52.4% | -48.0% |
| 3Y | +892.4% | +58.8% | +833.7% | +501.9% |
| 5Y | +297.3% | +26.6% | +270.7% | +162.4% |
| All | +500.0% | +57.5% | +442.5% | +287.4% |
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