+86.1%
ARM vs DOV
+11.5%
+74.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | +3.3% |
| 7D | +5.5% | -2.7% | +8.1% | +7.1% |
| 30D | -8.2% | -8.1% | -0.1% | -3.5% |
| 3M | -35.9% | -9.4% | -26.5% | -32.2% |
| 6M | +103.1% | -12.6% | +115.7% | +116.6% |
| YTD | +130.6% | -0.5% | +131.1% | +141.0% |
| 1Y | +86.1% | +9.2% | +76.8% | +100.3% |
| All | +86.1% | +11.5% | +74.6% | +100.3% |
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