-27.1%
AVTR vs DOV
+38.7%
-65.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -1.4% |
| 7D | +1.6% | +1.3% | +0.2% | +0.8% |
| 30D | +8.4% | -8.6% | +17.0% | +14.1% |
| 3M | +50.2% | -13.1% | +63.3% | +61.6% |
| 6M | +82.6% | -8.8% | +91.4% | +88.4% |
| YTD | +29.8% | -1.2% | +31.1% | +25.6% |
| 1Y | +16.0% | +10.7% | +5.3% | +2.8% |
| All | -27.1% | +38.7% | -65.8% | -48.3% |
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 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