+219.8%
ARM vs DOV
+54.0%
+165.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +0.2% | +11.8% | +11.9% |
| 7D | +6.0% | -0.1% | +6.1% | +6.7% |
| 30D | -20.3% | +11.3% | -31.6% | -27.8% |
| 3M | -24.4% | +2.2% | -26.6% | -25.7% |
| 6M | -4.4% | -2.9% | -1.4% | -2.0% |
| YTD | +86.0% | +9.6% | +76.4% | +68.2% |
| 1Y | +35.8% | +16.7% | +19.2% | +14.3% |
| 3Y | +289.1% | +66.9% | +222.2% | +123.0% |
| All | +219.8% | +54.0% | +165.8% | +101.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling