+678.6%
AU vs DOV
+14.8%
+663.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | -4.3% | -2.0% | -2.3% | -3.6% |
| 30D | +7.3% | -8.9% | +16.2% | +10.8% |
| 3M | +26.3% | -13.3% | +39.6% | +32.4% |
| 6M | +1.8% | -9.7% | +11.4% | +5.5% |
| YTD | +26.8% | -2.5% | +29.3% | +28.9% |
| 1Y | +66.7% | +7.2% | +59.5% | +65.1% |
| 3Y | +579.1% | +39.4% | +539.7% | +508.5% |
| All | +678.6% | +14.8% | +663.8% | +550.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling