+125.7%
ASX vs DOV
+18.5%
+107.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.5% | +4.2% | +4.1% |
| 7D | -12.3% | -1.4% | -10.9% | -10.4% |
| 30D | -26.0% | +12.8% | -38.8% | -32.1% |
| 3M | -8.1% | +1.1% | -9.2% | -7.9% |
| 6M | +1.4% | -2.6% | +4.0% | +4.9% |
| YTD | +115.6% | +9.9% | +105.7% | +111.3% |
| All | +125.7% | +18.5% | +107.1% | +114.1% |
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