-24.2%
AR vs DOV
+310.0%
-334.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -1.3% |
| 7D | +2.5% | -2.7% | +5.2% | +4.2% |
| 30D | +14.8% | -8.1% | +22.9% | +21.1% |
| 3M | +6.2% | -9.4% | +15.6% | +11.6% |
| 6M | +4.3% | -12.6% | +16.9% | +10.5% |
| YTD | +14.4% | -0.5% | +14.8% | +9.6% |
| 1Y | +21.3% | +9.2% | +12.1% | +7.9% |
| 3Y | +39.8% | +34.1% | +5.7% | +4.8% |
| 5Y | +142.1% | +17.3% | +124.8% | +96.9% |
| 10Y | +52.0% | +284.9% | -232.9% | -49.1% |
| All | -24.2% | +310.0% | -334.2% | -75.1% |
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