-21.9%
AS vs DOV
+11.5%
-33.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.6% | +3.1% |
| 7D | -4.9% | -2.7% | -2.2% | -3.6% |
| 30D | -19.6% | -8.1% | -11.5% | -16.2% |
| 3M | -14.4% | -9.4% | -5.0% | -10.6% |
| 6M | -20.1% | -12.6% | -7.5% | -15.9% |
| YTD | -20.9% | -0.5% | -20.5% | -18.7% |
| 1Y | -21.9% | +9.2% | -31.1% | -19.6% |
| All | -21.9% | +11.5% | -33.4% | -19.6% |
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 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