-64.5%
AVTR vs DOV
+16.3%
-80.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +14.2% |
| 3M | +50.2% | -13.1% | +63.3% | +61.5% |
| 6M | +82.6% | -8.8% | +91.4% | +88.9% |
| YTD | +29.8% | -1.2% | +31.1% | +26.9% |
| 1Y | +16.0% | +10.7% | +5.3% | +4.8% |
| 3Y | -26.4% | +39.3% | -65.7% | -42.7% |
| 5Y | -64.5% | +16.4% | -80.9% | -70.2% |
| All | -64.5% | +16.3% | -80.8% | -70.2% |
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