+144.3%
AR vs DOV
+19.9%
+124.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.3% |
| 7D | -1.8% | +2.5% | -4.4% | -3.0% |
| 30D | +12.6% | -7.5% | +20.1% | +16.7% |
| 3M | +10.0% | -9.7% | +19.7% | +14.4% |
| 6M | +0.6% | -6.1% | +6.7% | +1.1% |
| YTD | +13.4% | +0.5% | +12.9% | +8.4% |
| 1Y | +21.7% | +10.5% | +11.2% | +8.8% |
| 3Y | +45.8% | +41.7% | +4.1% | +8.3% |
| 5Y | +144.3% | +18.4% | +125.8% | +107.2% |
| All | +144.3% | +19.9% | +124.3% | +107.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling