+4.3%
AR vs DOV
-12.3%
+16.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -0.4% |
| 7D | +2.5% | -2.7% | +5.2% | +1.5% |
| 30D | +14.8% | -8.1% | +22.9% | +11.4% |
| 3M | +6.2% | -9.4% | +15.6% | +3.3% |
| 6M | +4.3% | -12.6% | +16.9% | +1.8% |
| All | +4.3% | -12.3% | +16.6% | +1.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling