+35.8%
ARM vs DOV
+15.9%
+19.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.9% | -4.8% |
| 7D | +9.1% | +3.0% | +6.1% | +6.7% |
| 30D | -19.9% | +8.6% | -28.5% | -24.1% |
| 3M | -31.6% | +1.9% | -33.5% | -32.2% |
| 6M | -13.9% | -1.7% | -12.2% | -12.7% |
| YTD | +74.3% | +8.3% | +66.0% | +71.6% |
| 1Y | +35.8% | +16.6% | +19.2% | +35.8% |
| All | +35.8% | +15.9% | +19.9% | +35.8% |
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