+54.5%
AR vs DOV
+333.6%
-279.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.0% | +0.3% | +1.8% |
| 7D | -5.8% | -0.7% | -5.0% | -5.3% |
| 30D | +4.8% | +12.3% | -7.5% | -2.9% |
| 3M | +1.5% | +1.2% | +0.3% | +0.3% |
| 6M | +4.7% | -3.1% | +7.8% | +4.7% |
| YTD | +9.2% | +9.4% | -0.2% | -1.8% |
| 1Y | +11.2% | +17.6% | -6.5% | -5.3% |
| 3Y | +46.2% | +66.5% | -20.3% | -6.3% |
| 5Y | +98.1% | +29.0% | +69.0% | +50.9% |
| 10Y | +54.5% | +329.8% | -275.3% | -45.9% |
| All | +54.5% | +333.6% | -279.0% | -45.9% |
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