+3.2%
AVTR vs DOV
+124.9%
-121.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.4% | -2.0% |
| 7D | +2.7% | -2.7% | +5.3% | +4.4% |
| 30D | +12.1% | -8.1% | +20.1% | +17.9% |
| 3M | +57.2% | -9.4% | +66.7% | +65.0% |
| 6M | +73.1% | -12.6% | +85.7% | +84.6% |
| YTD | +30.6% | -0.5% | +31.1% | +27.6% |
| 1Y | +13.5% | +9.2% | +4.2% | +4.1% |
| 3Y | -31.0% | +34.1% | -65.1% | -44.8% |
| 5Y | -63.2% | +17.3% | -80.5% | -68.6% |
| All | +3.2% | +124.9% | -121.7% | -42.4% |
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 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