+368.6%
ASX vs DOV
+65.5%
+303.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.2% |
| 7D | +12.4% | +3.0% | +9.4% | +9.9% |
| 30D | -19.8% | +8.6% | -28.4% | -23.7% |
| 3M | -10.3% | +1.9% | -12.2% | -10.6% |
| 6M | +1.2% | -1.7% | +2.9% | +4.1% |
| YTD | +123.0% | +8.3% | +114.7% | +113.4% |
| 1Y | +145.4% | +16.6% | +128.9% | +122.7% |
| 3Y | +368.6% | +65.1% | +303.5% | +227.8% |
| All | +368.6% | +65.5% | +303.1% | +227.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling