+214.2%
ARM vs DOV
+51.9%
+162.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -0.4% |
| 7D | +19.8% | +3.4% | +16.4% | +16.1% |
| 30D | -21.8% | +8.8% | -30.6% | -27.6% |
| 3M | -26.5% | +0.9% | -27.5% | -26.9% |
| 6M | -3.9% | -2.8% | -1.1% | -1.7% |
| YTD | +82.8% | +8.1% | +74.7% | +67.5% |
| 1Y | +34.3% | +15.2% | +19.1% | +14.4% |
| 3Y | +282.2% | +64.5% | +217.7% | +122.1% |
| All | +214.2% | +51.9% | +162.3% | +100.9% |
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