+13.8%
AVTR vs DOV
+8.6%
+5.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.7% |
| 7D | -1.1% | -2.0% | +0.9% | -0.5% |
| 30D | +6.3% | -8.9% | +15.2% | +9.0% |
| 3M | +53.3% | -13.3% | +66.6% | +59.6% |
| 6M | +78.6% | -9.7% | +88.3% | +80.5% |
| YTD | +29.2% | -2.5% | +31.7% | +22.0% |
| 1Y | +13.8% | +7.2% | +6.6% | +10.3% |
| All | +13.8% | +8.6% | +5.2% | +10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling