+296.4%
ARM vs DOV
+39.8%
+256.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | +3.0% |
| 7D | +5.5% | -2.7% | +8.1% | +8.2% |
| 30D | -8.2% | -8.1% | -0.1% | -0.3% |
| 3M | -35.9% | -9.4% | -26.5% | -29.9% |
| 6M | +103.1% | -12.6% | +115.7% | +130.2% |
| YTD | +130.6% | -0.5% | +131.1% | +128.1% |
| 1Y | +86.1% | +9.2% | +76.8% | +64.3% |
| All | +296.4% | +39.8% | +256.6% | +173.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling