+672.3%
AU vs DOV
+300.2%
+372.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | -4.3% | -2.0% | -2.3% | -3.8% |
| 30D | +7.3% | -8.9% | +16.2% | +9.5% |
| 3M | +26.3% | -13.3% | +39.6% | +30.2% |
| 6M | +1.8% | -9.7% | +11.4% | +4.2% |
| YTD | +26.8% | -2.5% | +29.3% | +28.1% |
| 1Y | +66.7% | +7.2% | +59.5% | +65.5% |
| 3Y | +579.1% | +39.4% | +539.7% | +538.3% |
| 5Y | +689.3% | +15.8% | +673.5% | +647.2% |
| All | +672.3% | +300.2% | +372.1% | +512.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling