+120.4%
AS vs DOV
+30.8%
+89.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.6% | +2.9% |
| 7D | -4.9% | -2.7% | -2.2% | -3.0% |
| 30D | -19.6% | -8.1% | -11.5% | -14.7% |
| 3M | -14.4% | -9.4% | -5.0% | -9.0% |
| 6M | -20.1% | -12.6% | -7.5% | -12.8% |
| YTD | -20.9% | -0.5% | -20.5% | -21.7% |
| 1Y | -21.9% | +9.2% | -31.1% | -28.3% |
| All | +120.4% | +30.8% | +89.5% | +49.4% |
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