+21.6%
AR vs DOV
+8.9%
+12.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | -0.2% |
| 7D | -1.2% | +1.3% | -2.5% | -0.9% |
| 30D | +5.5% | -8.6% | +14.2% | +3.7% |
| 3M | +12.9% | -13.1% | +26.0% | +10.1% |
| 6M | +0.1% | -8.8% | +8.9% | -1.3% |
| YTD | +13.5% | -1.2% | +14.8% | +11.7% |
| 1Y | +21.6% | +10.7% | +10.9% | +17.4% |
| All | +21.6% | +8.9% | +12.6% | +17.4% |
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 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