+7.7%
AVTR vs DOV
+144.2%
-136.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | +0.1% |
| 7D | +3.2% | +3.4% | -0.2% | +1.1% |
| 30D | +0.5% | +8.8% | -8.4% | -4.8% |
| 3M | +12.1% | +0.9% | +11.2% | +11.1% |
| 6M | +91.2% | -2.8% | +94.0% | +91.6% |
| YTD | +36.3% | +8.1% | +28.2% | +26.2% |
| 1Y | +35.2% | +15.2% | +20.0% | +20.1% |
| 3Y | -15.8% | +64.5% | -80.4% | -41.0% |
| 5Y | -58.9% | +28.9% | -87.8% | -66.9% |
| All | +7.7% | +144.2% | -136.5% | -43.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling