+249.2%
ASX vs DOV
+10.7%
+238.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.1% | +5.4% |
| 7D | +6.3% | +2.5% | +3.8% | +4.4% |
| 30D | +6.4% | -7.5% | +13.9% | +12.8% |
| 3M | +13.1% | -9.7% | +22.8% | +22.6% |
| 6M | +90.3% | -6.1% | +96.4% | +100.8% |
| YTD | +149.6% | +0.5% | +149.1% | +158.7% |
| 1Y | +249.2% | +10.5% | +238.7% | +239.7% |
| All | +249.2% | +10.7% | +238.5% | +239.7% |
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