+20.3%
ARM vs DOV
+18.5%
+1.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.5% | +2.2% | +3.2% |
| 7D | -5.3% | -1.4% | -4.0% | -4.1% |
| 30D | -30.0% | +12.8% | -42.8% | -35.6% |
| 3M | -34.1% | +1.1% | -35.2% | -34.4% |
| 6M | -12.6% | -2.6% | -10.0% | -10.8% |
| YTD | +70.4% | +9.9% | +60.5% | +64.8% |
| All | +20.3% | +18.5% | +1.8% | +16.0% |
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