+1,007.5%
ASX vs DOV
+333.4%
+674.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.5% |
| 7D | +0.8% | -0.1% | +0.9% | +1.7% |
| 30D | -20.4% | +11.3% | -31.7% | -24.8% |
| 3M | -2.1% | +2.2% | -4.3% | -2.6% |
| 6M | +8.2% | -2.9% | +11.2% | +11.6% |
| YTD | +137.3% | +9.6% | +127.7% | +126.9% |
| 1Y | +155.0% | +16.7% | +138.4% | +134.7% |
| 3Y | +397.9% | +66.9% | +331.1% | +269.6% |
| 5Y | +529.2% | +32.0% | +497.2% | +426.4% |
| 10Y | +1,007.5% | +334.8% | +672.8% | +499.9% |
| All | +1,007.5% | +333.4% | +674.1% | +499.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling