+144.5%
ASX vs DOV
+15.4%
+129.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.7% | -2.6% |
| 7D | +22.1% | +3.4% | +18.7% | +18.4% |
| 30D | -23.8% | +8.8% | -32.6% | -27.8% |
| 3M | -7.6% | +0.9% | -8.6% | -6.9% |
| 6M | +6.9% | -2.8% | +9.8% | +11.6% |
| YTD | +127.7% | +8.1% | +119.6% | +126.4% |
| 1Y | +144.5% | +15.2% | +129.3% | +136.4% |
| All | +144.5% | +15.4% | +129.1% | +136.4% |
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