+575.6%
AU vs DOV
+35.8%
+539.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.2% | -3.4% |
| 7D | -7.0% | -1.9% | -5.0% | -6.2% |
| 30D | +7.3% | -9.9% | +17.2% | +12.1% |
| 3M | +33.2% | -12.1% | +45.3% | +40.2% |
| 6M | -0.6% | -10.4% | +9.8% | +4.1% |
| YTD | +26.2% | -3.3% | +29.5% | +29.5% |
| 1Y | +68.3% | +7.8% | +60.5% | +67.3% |
| All | +575.6% | +35.8% | +539.8% | +431.1% |
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