+325.3%
ASX vs DOV
+57.1%
+268.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.6% | +5.8% | +5.9% |
| 7D | -19.9% | -1.9% | -18.1% | -18.0% |
| 30D | -30.9% | +8.3% | -39.1% | -34.0% |
| 3M | -15.1% | -3.1% | -12.0% | -12.1% |
| 6M | -6.5% | -9.8% | +3.3% | +2.3% |
| YTD | +98.4% | +5.2% | +93.3% | +94.2% |
| 1Y | +107.9% | +15.3% | +92.5% | +90.2% |
| 3Y | +325.3% | +58.8% | +266.5% | +205.1% |
| All | +325.3% | +57.1% | +268.1% | +205.1% |
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 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