+267.5%
ASX vs DOV
+11.5%
+256.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.5% |
| 7D | -0.7% | -2.7% | +1.9% | +1.3% |
| 30D | +2.0% | -8.1% | +10.1% | +8.5% |
| 3M | -1.3% | -9.4% | +8.1% | +6.8% |
| 6M | +71.4% | -12.6% | +84.0% | +87.3% |
| YTD | +135.3% | -0.5% | +135.8% | +145.8% |
| 1Y | +267.5% | +9.2% | +258.2% | +266.4% |
| All | +267.5% | +11.5% | +256.0% | +266.4% |
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 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